Wendy Trout (BS, CAP, CFP®)
![](https://members.napfa.org/Portals/0/assets/images/contact/658DC3508A474D2BA6842A7608249FBB.jpg)
Wendy Trout focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
At
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,
NAPFA Start Date
July 03, 2007