Summit Financial Strategies Inc

Summit Financial Strategies, Inc. is a Fee-Only firm established in Ohio in 1994, specializing in investment advisory and wealth management services. The firm's managing principals are Samantha Macchia, Brian Sutliff, Liam Hurley, Wendy Trout, Michael Scherer, and Timothy Swain. Summit acts as a fiduciary, offering discretionary or non-discretionary investment advisory services based on a percentage of assets under management, typically ranging from 0.75% to 0.25%. Clients can also engage in standalone tax planning services or bundled wealth management services, which include financial planning. The firm may recommend Schwab or Fidelity as broker-dealers/custodians, receiving support services and products from them. Summit does not accept compensation for selling products or receive client referrals from broker-dealers. Clients are encouraged to review their accounts annually, and Summit does not vote client proxies. The firm does not foresee financial impairments and has not been subject to disciplinary actions or bankruptcy petitions. Summit's Chief Compliance Officer, Luke J. Salcone, is available for any inquiries regarding the firm's operations and disclosures.