WT
Wendy Trout
View Wendy's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Financial Planner
Apr 1995 - Aug 2003 · 8 years and 4 months
Partner, Cfp®, Cap®, And Sr. Financial Advisor At Summit Financial Strategies, Inc.
Oct 2004 - Present · 20 years and 3 months
Company Details
51-200 Employees
CI Budros Ruhlin Roe is a fee-only wealth management firm serving in a fiduciary capacity. The firm currently manages over $3 billion of assets for clients throughout the country. Built on a foundation of integrity, we successfully provide comprehensive wealth and portfolio management services to high net worth individuals, including business owners, executives, physicians, professional athletes, and multi-generational families. Our company also manages investment portfolios for foundations, endowments and employee retirement plans. We bring a unique, proactive, and collaborative approach to wealth management, which has helped individuals, families, and institutions accomplish their financial goals for more than four decades. Our clear and transparent fee structure allows you to easily understand the value we add, while aligning our goals with yours. When you do well, we do well. We do not sell products or receive commissions, and are compensated solely by you. By serving in a fiduciary capacity, we are held to the highest standard and by law, must place your interests before our own. You can be certain you will receive objective advice. We work exclusively for the one who matters most -- you.
Year Founded
1979
Social Media
Linkedin
Industry
Financial Services
HQ Location
1801 Watermark Drive Suite 300 US,Ohio,Columbus,43215
Keywords
Wealth ManagementFinancial PlanningFee OnlyInvestment Management
Discover More About Cleveland Clinic

Find verified contacts of Wendy Trout in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.