My clients consist of a diverse pool of individuals who are single, married, professionals, small business owners, recently widowed or recently divorced.
My creative wealth management strategies provide a exceptional value proposition to my clients and help to pursue their special circumstances and needs.
I am only accepting new clients who are willing to invest at least $50,000 of their assets in order to maintain the level of service that my clients deserve, and that I strive to deliver time after time.
I have served clients who reside in the central Ohio community for over 21 years.
I offer both a fee-based and commission-based wealth management and wealth planning services.
I provide financial guidance and direction, based on your needs and goals, and I create a detailed, practical and manageable financial plan to help you pursue your financial goals. I don’t believe in sales pressure! I believe that you’ll want to do business with me because of my integrity, attention to detail and because I’ll listen to you. You can be sure investment decisions are based on one goal — meeting your financial objectives.
If after perusing my website you would like more information please feel free to contact me at 614.442.6650 or by emailing us at firstname.lastname@example.org
My mission states that I am committed to helping clients pursue more fulfilling lives by providing coordinated wealth management services. I am interested in developing long-term relationships with all of my clients.
I am committed to achieving my clients’ total satisfaction by delivering high-quality financial planning and wealth management services for clients who are single, married, professionals, small business owners, widowed or divorced who have a minimum of $50,000 of assets to invest.
My commitment is to help my clients pursue their financial and life goals through the development of targeted financial plans as well as risk-adjusted investment portfolios.
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