Summit Lake Financial Management Group

Do you ever wonder how you will generate income in retirement?

Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.


Advisors

Donald Amoruso

Donald Amoruso

Financial Advisor

Visit Donald Amoruso's website

Team

Michael J. Amoruso

Michael J. Amoruso

Paraplanner

Qualifications

  • Boston College, JD 1994

Roles & Responsibilities

  • Estate Planning
View more

Patrice Halas

Executive Assistant

Qualifications

  • University of Rhode Island, MBA 1993

Roles & Responsibilities

  • Financial Planning and Administration
View more