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Form ADV Part 2A - summitfin.com

SUMMIT FINANCIAL STRATEGIES 7965 N. High St. #350, Columbus, OH 43235 t: (614) 885-1115 f: (614) 885-1495 form ADV part 2A Firm Brochure . March 23, 2018 1 This brochure provides information about the qualifications and business practices of Summit Financial Strategies, Inc. If you have any questions about the contents of this brochure, please contact us at (614) 885-1115 or The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority. Registration with the SEC does not imply a certain level of skill or training. Additional information about Summit Financial Strategies, Inc. also is available on the SEC s website at form ADV part 2A FIRM BROCHURE . March 23, 2018 SUMMIT FINANCIAL STRATEGIES, INC.

FORM ADV PART 2A Firm Brochure . March 23, 2018 6 Imposed Investment Restrictions Summit provides investment advisory services specific to the needs of each client. To begin the investment advisory process, an Adviser will first determine each client’s investment

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Transcription of Form ADV Part 2A - summitfin.com

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