Founded in 1996, Summit Asset Strategies Wealth Management is an independent, fee-only financial planning and wealth management firm based in Worthington, Ohio. Operating as a fiduciary, the company is committed to providing objective advice and personalized strategies to help clients organize, grow, and protect their assets. Their services encompass financial planning, investment management, retirement planning, tax strategies, and estate planning, delivered through a team-based approach to ensure comprehensive client support. The legal entity name is Summit Asset Strategies, LLC, and it is a Registered Investment Adviser (RIA) with the SEC.

Founded in

United States