Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor doing business as Advocus Private Wealth (620 East Broad Street, Suite E Columbus, Ohio 43215; Telephone: 704-625-2353.
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The Summit financial planning team includes attorneys and/or CPAs who act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Neither Summit Financial nor Advocus Private Wealth recommends, endorses or favors any of the vendors or business professionals listed on this website. Any such information is for informational purposes only. Any potential consumer of such vendor or business professional is expected to conduct their own due diligence and assessment on the products or services to be provided.