We can help move your
investment portfoliofamily wealthcollege fundinggifting strategiesfinancial independence
from now to next.

We are Summit
Financial Strategies.

BECOME OUR CLIENT
MEET SOME OF OUR ADVISORS

William Whitaker
MS, CFP®
Partner
Senior Financial Advisor

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Wendy Trout
CFP®, CAP®
Partner
Senior Financial Advisor

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Ted K. Saneholtz
CPA, CFP®, ChFC
Partner / Founder
Chief Financial Officer 
Senior Financial Advisor

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Summit Financial Strategies
7965 N. High St. #350, Columbus, OH 43235
t: (614) 885-1115  f: (614) 885-1495