Advocus Private Wealth is an independent advisory firm that partners with clients to protect family wealth and shape lasting legacies. We do so by delivering highly tailored planning and comprehensive wealth management services to achieve immediate and long-term goals. Importantly, we are fiduciaries who always strive to advocate for the best interests of clients and provide objective advice and complete coordination across all aspects of financial life.
Investment advisory and financial planning services offered through Summit Financial, LLC (“Summit”), an SEC Registered Investment Advisor, doing business as Advocus Private Wealth (577 W Nationwide Blvd. Suite 302, Columbus, Ohio 43215; Telephone: 614.372.5200). The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit. Neither the Advisor or Summit are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements or recommendations. 06212021-0540
Company Details
- Employees
- 8
- Founded
- -
- Address
- 577 W Nationwide Blvd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.advocuspw.com
- Keywords
- Columbus.
- HQ
- Columbus, Ohio
Advocus Private Wealth Questions
Advocus Private Wealth's website is http://www.advocuspw.com
Advocus Private Wealth's LinkedIn profile is https://www.linkedin.com/company/advocuspw
Advocus Private Wealth has
8 employees.
View email and phone details for 8
employees at Advocus Private Wealth.
Advocus Private Wealth's industry is
Financial Services
Advocus Private Wealth's top competitors are
Summit Financial,
Alex. Brown Miami,
Copper Ridge Landscape & Design,
Wealthplan Advantage,
Argosy Wealth Management, Llc,
One More Load Trucking,
Vawter Financial,
Keebeck Wealth Management,
7 Generations Africa,
Gwynedd Wealth Partners.
Advocus Private Wealth's categories are Financial Services
Advocus Private Wealth's founding year is 2021
