Ted Saneholtz (BS, CFP®, ChFC®, CPA/PFS)

Ted Saneholtz focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

At Summit, you will have a team of professionals assigned as your service team. Among us, you experience the range of wealth management services in building a comprehensive financial plan. We have many years of experience in the following areas: retirement planning/financial independence, estate planning, tax planning, executive compensation, employer stock options, and investment advisory work.

Additional Information

Managing your finances is complex and time-consuming. You’ve earned the right to partner with the experts at Summit Financial Strategies, Inc. to simplify the process. We’ll be with you every step of the way; acting as your advocate as we build your personal plan and work through life’s changes. In a world that is becoming less personal, Summit is bucking the trend. Our business is not about us: it is about you. We get to know your needs and desires, and work with you to build a plan to realize them. A key tenet of our business strategy is a low ratio of clients to professional staff. We’ve committed to no more than 40 wealth management clients per Advisor to make sure that you have the attention you deserve. Our long-term business plan includes a clear succession strategy, so you can rest assured that Summit will be here for you and your family. Our investment philosophy for long-term wealth creation is built on strategic asset allocation and diversified portfolios. We encourage long-term investing and discourage attempts at market timing. Our process begins with a clear understanding of your long-term needs, investing history, time horizon, risk tolerance, and investment preferences to create your Personal Investment Policy Statement. You will receive specific investment recommendations, incorporating no-load mutual funds, stocks, bonds, separately managed account, and other carefully selected specialty investments.

NAPFA Start Date

August 24, 1994

Submit
Submit

This Office

7965 N High St Ste 350 Columbus, OH 43235-8446 Phone: (614) 885-1115 Fax: (614) 885-1495