Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor doing business as Advocus Private Wealth (630 East Broad St., Columbus, Ohio 43215; Telephone: 704-625-2353).
By clicking on other external links, you will enter a privately-owned web site created, operated and maintained by a third-party, which is not affiliated with Summit Financial, LLC and affiliates. We have not verified the information and opinions found on this web site, nor do we make any representations as to its accuracy and completeness. By linking to this web site, Summit Financial, LLC and affiliates are not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from ours. We recommend that you review the third-party’s policies, terms, and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.
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.