The Power of Planning

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What We Do

Planning is a process that begins with a desired goal in mind. At LeRoy Wealth Management Group, we strive to help you through this process by coordinating your goals with the complex pieces of your financial life that surround them. To ensure your success, we not only provide you with a customized financial plan, we see it through to implementation. Our relationship will empower you to focus on the things you value most, while knowing your financial future is secure.

Our ExpertiseRetirement PlanningBusiness Continuity PlanningFringe Benefit PlanningInsurance PlanningInvestment PlanningIncome Tax PlanningCollege Funding PlanningEstate Planning
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Who We Are

Today Summit Financial, LLC is one of the preeminent
independent financial planning firms in the country.

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Our Team
John J. LeRoy, CFP(R)
Founder
Nick Villano
Managing Director
Karen O’Brien
Director of Client Services
Amanda Jacobs
Operations Specialist
Summit® Senior Management and Professional Strategy Team

“Someone is sitting in the shade today because someone planted a tree a long time ago.”

Warren Buffett

“Most people don’t plan to fail, they fail to plan.”

John L. Beckley

“Hope is not a strategy.”

Vince Lombardi
LeRoy Wealth Management Group
4 Campus Drive
Parsippany, New Jersey 07054

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