We can help move your investment portfoliofamily wealthcollege fundinggifting strategiesfinancial independence from now to next.
We are Summit Financial Strategies.
Wendy Trout CFP®, CAP® Partner Senior Financial Advisor
Ben Skinner CFP® Financial Advisor
Mike Scherer CFP® Partner Director of Research Senior Financial Advisor
Summit Financial Strategies 7965 N. High St. #350, Columbus, OH 43235 t: (614) 885-1115 f: (614) 885-1495