Rob's Bio

As the President and Owner of Summit Wealth & Retirement Partners www.summitwealthandretirement.com

Rob offers his clients real wealth management that incorporates investment management, tax strategy and estate planning all into one comprehensive plan.

In partnership with Summit Tax Planning www.summittaxplanning.com

Rob offers his clients holistic tax advice and tax return preparation. All clients receive proactive tax strategy throughout the year, not just at tax time. 

Rob has authored a book aimed specifically for aspiring wealth managers who are looking to incorporate tax planning and financial planning into their investment advisory business. His book can be found on Amazon and he has been speaking to audiences throughout the country since it was published https://a.co/d/ctsQjWB

Rob's expertise is in multi-generational planning for high net worth families who want to plan for the future. Many of his clients are retired business owners and/or wealth real estate professionals, all of whom understand the value and importance of strategic planning and expert advise. 

Linkedin:  https://www.linkedin.com/in/robert-cucchiaro-cfp%C2%AE-70807b18/

Rob is a Certified Financial Planner, a Chartered Retirement Planning Counselor, an Accredited Asset Management Specialist, and passed the exam to become a registered tax preparer in California. Rob was educated at Cornell University prior to joining the financial services industry.

https://summitwealthandretirement.com/about/

Q. How do I work with Rob?

A. If you are serious about managing and protecting your wealth, you can reach Rob via email at rob@swrpteam.com 

What you will find is that while Rob will be your main point of contact, his entire team will be a part of the process. With different individuals holding expertise in different areas, this is the best way to ensure optimal planning for clients. 

Q. What is the fee structure?

A. Once the conversation begins, prospective clients are asked to provide a balance sheet and tax returns so Rob can assess their current financial situation. Once that is complete, a flat fee is quoted for the development and implementation of a strategic plan. That plan will cover all areas of wealth management, including but not limited to:

• Investment Management
• Tax Strategy
• Estate Planning
• Insurance & Risk Management
• Charitable Planning
• Asset Protection Planning

Q. Where are client assets held?

A. Client accounts are held directly at Charles Schwab Institutional.