A plan tailored for you For the goals you want to accomplish

Summit Wealth Consulting Group


phone

513-792-2173



phone

855-393-4758





address

UBS Financial Services Inc.
The Towers At Kenwood
8044 Montgomery Rd, Ste 100w
Cincinnati, OH 45236



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.


Philip Ochs and Shawn Simmons have been recognized as industry leaders

  •  Forbes Best-In-State Wealth Advisors, 2019, 2020
  •  Forbes Best-In-State Wealth Advisors, 2020



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts