The Team

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.

Our Advisors

Donald Amoruso

Donald Amoruso

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

BS Engineering, Manhattan College, Riverdale, NY, MS Engineering, NYU Tandon School of Engineering (formerly Polytechnic University), New York, NY

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Our Staff

Michael J. Amoruso

Michael J. Amoruso

Paraplanner

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Qualifications

  • Boston College, JD 1994

Roles & Responsibilities

  • Estate Planning

Patrice Halas

Executive Assistant

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Qualifications

  • University of Rhode Island, MBA 1993

Roles & Responsibilities

  • Financial Planning and Administration