Wendy Trout (BS, CAP, CFP®)

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

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 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

July 03, 2007

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This Office

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