About ParkHaven

A founder-led private wealth advisory firm built for consequential wealth.

ParkHaven Private Wealth was founded to offer a more coordinated advisory experience for families, founders, executives, business owners, and the businesses they lead, clients whose wealth requires more than conventional advice.

Begin a conversationWhy ParkHaven exists
A quiet lakeside setting, with open water and enduring natural structure
The firm

Founder-led.
Coordinated with care.

ParkHaven is a founder-led private wealth advisory firm. The founder works directly with clients on the advisory relationship, alongside a working ecosystem of tax, legal, investment, insurance, and lending professionals, coordinated, not replaced, around each family's plan.

The client

One relationship. One accountable seat.

Advisory

Founder-led relationship

The founder works directly with clients on the advisory relationship and is the accountable coordinator on consequential recommendations, supported by the ParkHaven team.

Ecosystem

Working advisory ecosystem

Tax and accounting, estate and legal, investment and planning, insurance, and lending specialists are coordinated alongside, not replaced by, ParkHaven.

Standard

A written standard

How the work is done is written down and reviewed. The standard survives the growth of the firm because it is stated, not assumed.

Facts of record

The plain facts about how the firm is built.

Structure
Founder-led private wealth advisory practice.
Custody
Client assets are held at established third-party custodians selected for the relationship.
Coverage
Investment, planning, and insurance analysis are coordinated with a working ecosystem of tax, legal, and lending professionals.
Cadence
A defined, founder-led review cadence tailored to the household: portfolio, planning, and structural reviews on schedule, with trigger responses to life and market events.
Continuity
The ParkHaven team supports the advisory relationship so service is coordinated across the firm rather than dependent on a single calendar.
Why ParkHaven exists

The goal was not to reject institutional excellence.
The goal was to refine it.

Great firms exist. Great professionals exist. What is harder to find is a place where they operate together, where planning is not disconnected from portfolios, where tax is not an afterthought, and where a family's advisor takes personal responsibility for how the pieces fit.

ParkHaven was built to combine the two: the depth of institutional investment discipline, research, and planning resources with the agility, accountability, and direct client understanding of a founder-led firm.

We do not try to be everything. We try to be the trusted point of coordination for the decisions that matter most.

Institutional discipline in the research and the process.
Personal stewardship in the relationship and the follow-through.
Noah Alweiss, Founder of ParkHaven Private Wealth
Founder

Noah Alweiss

Founder, ParkHaven Private Wealth

Noah Alweiss founded ParkHaven Private Wealth to bring institutional discipline and personal stewardship into a single, coordinated advisory relationship. He works directly with families, founders, executives, and business owners whose financial lives require more than conventional advice, organizing the professionals, structures, and decisions that shape consequential wealth.

Read more about Noah Alweiss
ParkHaven client service

The relationship team that keeps everything moving.

Day-to-day coordination, paperwork, money movement, and client communication live with ParkHaven's own client service team, the people clients speak with most.

Julia Dick

Julia Dick

Senior Client Service Associate

Julia Dick is a Senior Client Service Associate with more than twenty years in financial services. She guides individuals and families through every stage of their relationship with the firm: paperwork, money movements, and the everyday needs that keep things running smoothly. Clients count on her positive attitude, deep industry knowledge, and prompt, attentive service.

Gianluca Roberto Avanzato

Gianluca Roberto Avanzato

Client Service Associate

Born and raised in Miami, Gianluca Avanzato brings a highly international background: fluent in English, Italian, and French, and shaped by living, studying, and working across four countries. A graduate of ESCP Business School, he has built his career in client-facing roles spanning wealth and asset management, real estate, and investment sales.

Summit platform · Executive team

Firm leadership and investment oversight.

The Summit Financial leadership and investment leadership behind ParkHaven's platform, portfolio construction, and insurance architecture.

Portrait of Steven Weinman, MBA

Steven Weinman, MBA

President, Co-Chief Investment Officer, Summit Financial

Steven Weinman is the President of Summit Financial. He has been affiliated with Summit's predecessor and affiliated entities (Summit Equities, Inc., Summit Financial Resources, Inc., Summit Risk Management, Inc., and their affiliates) since 1982. Steven has general management oversight for the company. He serves as the CEO of Summit Risk Management, LLC (SRM), an affiliated company licensed to sell various insurance products and operating as the insurance vehicle for Summit. Steven is also the CEO of a limited purpose broker-dealer, LS Securities LLC (LSS). He received his BS from Fairleigh Dickinson University and his MBA from NYU.

Portrait of Noreen Brown, CFA

Noreen Brown, CFA

Co-Chief Investment Officer, Summit Financial

Noreen Brown is the Co-Chief Investment Officer at Summit Financial LLC. She is responsible for the development and ongoing oversight of Summit's investment offerings and works with the investment team to create newsletters, whitepapers, and portfolio updates. With more than two decades of investment advisory and asset management experience, Noreen's areas of specialization include alternative investments, investment research, asset allocation, portfolio construction, and manager due diligence. She holds a B.A. in Mathematics from Amherst College, an M.B.A. from NYU Stern, and is a CFA® Charter holder.

Portrait of Steven Melnick, CFA

Steven Melnick, CFA

Deputy Chief Investment Officer, Summit Financial

Steve Melnick, CFA has nearly 15 years of investment experience within the private wealth sector, most recently from Brown Advisory, where he served as a Senior Research Analyst in the centralized Investment Solutions Group. Steve helps lead the Investment Team's due diligence efforts, authors regular market commentary, and offers investment support to Summit's advisor base. He holds a BBA in Finance from George Washington University and is a CFA Charter holder.

Portrait of David Porro, CLU®, ChFC®

David Porro, CLU®, ChFC®

Director of Insurance, Summit Financial

David is the Director of Insurance and has been with Summit Financial LLC for 14 years. He specializes in the design and implementation of insurance strategies (Life, Disability and Long-Term Care), working closely with the Summit team of attorneys, CPAs, and Financial Planners to enhance the overall protection within a client's financial plan. He earned a B.S. from Boston University.

Summit platform · Integrated Planning Group

Estate, tax, and advanced planning specialists.

Attorneys, planners, and specialists whose work supports advanced estate, tax, retirement, charitable, and business planning for client households.

Portrait of Brandon Smith, J.D., LL.M.

Brandon Smith, J.D., LL.M.

Co-Director, Integrated Planning Group, Summit Financial

Brandon Smith joined Summit Financial as Co-Director of the Integrated Planning Group. He leads the group and develops planning strategies and expertise for Financial Advisors. Brandon previously served as an Executive Officer at Grayhill LLC, partnering with advisors on advanced wealth transfer plans and comprehensive planning. He earned a B.A. from Emory University, a J.D. from Washburn University of Law, and an LL.M. in Taxation from the University of Denver College of Law.

Portrait of James Rabasca, J.D.

James Rabasca, J.D.

Co-Director, Integrated Planning Group, Summit Financial

James Rabasca is Co-Director of the Integrated Planning Group. Jim provides guidance on estate, tax, retirement, charitable, and business planning. Prior to Summit, he was VP/Account Manager at Ayco, a Goldman Sachs Company, and previously practiced as an attorney focused on taxation, business planning, and estate planning. He earned a B.S. from Rider University and his J.D. from Seton Hall University School of Law.

Portrait of Natassia Najman, J.D.

Natassia Najman, J.D.

Senior Planning Specialist, Summit Financial

Natassia Najman is a Senior Planning Specialist in the Integrated Planning Group. She employs her expertise in estate planning strategies to support Financial Advisors and their clients. She previously served as Associate Trusts and Estates Advisor at Rockefeller Capital Management, and prior to that in private practice as a Trusts, Estates and Tax Attorney. She earned a B.A. from the University of Miami and a J.D. from Quinnipiac University School of Law.

Portrait of Frank Bardales

Frank Bardales

Financial Planner, Summit Financial

Frank is a senior member of the financial planning department and has been part of the Integrated Planning Group for over nineteen years. His primary focus is to design and model advanced wealth-transfer strategies and to perform comprehensive financial plans for the wealth advisors.

Portrait of Brian Abbott

Brian Abbott

Financial Planner, Summit Financial

Brian J. Abbott is a financial planner for the Integrated Planning group at Summit. Prior to Summit, he was a financial advisor at Prudential, specializing in tailored strategies to help clients grow their wealth, plan for retirement, and achieve their goals. He holds an A.A.S in Business Management.

Summit platform · Investment analytics team

Research, due diligence, and portfolio analytics.

The investment analytics team responsible for manager due diligence, market commentary, and ongoing portfolio support across public and private markets.

Portrait of Joseph Cecere, MBA, CFA

Joseph Cecere, MBA, CFA

Senior Investment Analyst, Summit Financial

Joe Cecere, CFA has nearly five years of experience within the private wealth sector. He plays an integral role in the Investment Team's due diligence process with a focus on private markets, authors regular investment market commentary, and provides multifaceted support to Summit's advisor base. He holds a B.A. in Economics from Georgetown, an MBA from Rutgers, and is a CFA charter holder.

Portrait of Jason Huang, MA

Jason Huang, MA

Senior Investment Analyst, Summit Financial

Jason Huang has approximately five years of experience in investments and portfolio management. He is engaged in the full lifecycle of private alternative investments (strategy research, due diligence, portfolio monitoring, and advisor support) and contributes to Summit's economic analysis and investment commentary. He holds a B.A. in Economics from National Chengchi University (Taiwan) and an M.A. in Economics from NYU.

Portrait of Matthew Pranaitis, CFA, CAIA

Matthew Pranaitis, CFA, CAIA

Investment Analyst, Summit Financial

Matthew Pranaitis, CFA, CAIA has nearly 10 years of investment experience within the private wealth management sector. On Summit's Investment Team, Matt supports due diligence on public equity markets, taxable fixed income, equity tax solutions, and hedge funds. He holds a BBA in Finance from Seton Hall University and is a CFA and CAIA Charter holder.

Portrait of Niko Piccolo

Niko Piccolo

Investment Analyst, Summit Financial

Niko Piccolo, MBA joined the Summit Investment Team in 2024, bringing nearly 5 years of investment experience within the private wealth sector, most recently with Corient. He graduated Magna Cum Laude from Seton Hall University with a B.S. in Mathematical Finance and an MBA in Finance and Wealth Management.

Portrait of Michael Dell'Angelo

Michael Dell'Angelo

Investment Operations Analyst, Summit Financial

Michael Dell'Angelo has nearly 3 years of experience in banking and wealth management. On the investment team, Michael bridges operations and the investment team, helping to streamline processes and communicate investment-team decisions company-wide. He holds a B.A. in Business Administration with a concentration in Finance from NJIT and is studying to become a CFA charterholder.

A calm lake framed by enduring architecture
Working advisory ecosystem

A coordinated ecosystem of specialists around each family.

ParkHaven works alongside the professionals a family already relies on and introduces others where the plan calls for it: tax and accounting, estate and legal, investment and planning, insurance, and lending specialists. ParkHaven coordinates their contributions rather than replacing their legal, tax, or accounting work; the primary advisory relationship remains with ParkHaven.

Tax & accounting
CPAs and tax counsel: preparation, planning, and coordination on the tax posture of decisions.
Estate & legal
Trusts and estates attorneys and family counsel: document review, structural design, and execution.
Investment & planning
Portfolio construction, financial planning, and manager due-diligence support coordinated through ParkHaven.
Insurance
Life, disability, long-term care, and property specialists, coordinated to the plan's risk posture.
Lending & banking
Private banking, credit, and treasury specialists, engaged where liquidity or capital-call needs call for it.
The ParkHaven standard

Eight standards
we hold ourselves to.

  1. 1

    We improve lives through clarity

    Clarity is the deliverable. Every conversation, plan, and portfolio decision exists to make a complex financial life more understandable, not more complicated.

  2. 2

    We carry the responsibility personally

    The advisor takes personal accountability for coordination and follow-through. It is not delegated away.

  3. 3

    Meticulously resourceful. Relentlessly thorough.

    Preparation is the substance of good advice. We arrive to every conversation ready, with the numbers, the tradeoffs, and the questions already worked.

  4. 4

    Uncompromising standards do not dilute with growth

    Growth is only valuable when the standard survives it. Scale is a means, never a justification.

  5. 5

    Clarity before conviction

    We work to understand the whole picture before we recommend action. Certainty without context is not confidence; it is guesswork.

  6. 6

    The strongest tested idea wins

    No idea is precious. Every recommendation is expected to survive a serious challenge before it reaches the client.

  7. 7

    Creativity expands possibility

    Consequential wealth rewards imagination held to a disciplined standard. We look for the option others have not yet considered.

  8. 8

    Visible excellence requires invisible discipline

    What the client sees is the outcome of preparation, coordination, and standards the client should never have to think about.

Working advisory ecosystem

How ParkHaven, its client-service team, and outside professionals work together.

ParkHaven is the client's primary advisor and point of coordination. The ParkHaven client-service team handles day-to-day relationship work. A working ecosystem of tax, estate, investment, planning, insurance, and lending professionals is coordinated around the plan; retained specialists keep their respective work and are coordinated alongside, not replaced.

Tax & accounting

Coordinating with CPAs on planning, elections, and multi-year tax posture.

Estate, trust & legal

Working alongside estate counsel and fiduciaries on structure and continuity.

Investment & planning

ParkHaven-led investment and planning discipline, coordinated with specialists as the plan requires.

Risk, insurance & lending

Coordinating with insurance and lending specialists on balance-sheet strategy.

ParkHaven coordinates alongside appropriate professionals and does not replace the legal, tax, accounting, fiduciary, insurance, lending, or other specialists responsible for their respective work.

Read further

Explore ParkHaven.

The firm

Founder-led. Coordinated with care.

Founder's letter

Why ParkHaven exists.

People & team

The full advisory dossier.

The standard

Eight tenets, in a working codex.

The difference

Six deltas vs. conventional advisory.

About ParkHaven

What people ask
about the firm.

Is ParkHaven independent?

ParkHaven Private Wealth is a founder-led advisory practice led by Noah Alweiss. Investment, planning, and insurance work is coordinated alongside a working ecosystem of tax, legal, and lending professionals; outside attorneys, CPAs, and other specialists retain their respective work.

Who does ParkHaven work with?

ParkHaven serves families and business leaders who want a coordinated advisory relationship across investment, planning, tax coordination, estate, insurance, and lending. Not every specialist works with every client; the roster reflects the capabilities available through the relationship.

What does ParkHaven actually coordinate?

ParkHaven is the primary point of coordination. The client-service team handles day-to-day work; a working ecosystem of specialists supports investment, planning, insurance, tax, legal, and lending needs; and outside attorneys, CPAs, fiduciaries, and other professionals are coordinated alongside their existing responsibilities rather than replaced.

How is the team organized?

A founder-led relationship at ParkHaven, a dedicated client-service group, and coordinated access to investment, planning, insurance, tax, legal, and lending specialists, introduced through ParkHaven rather than assembled by the client.

Begin a conversation.

For families and business leaders seeking a more coordinated advisory experience.

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