|
What We Do
Our Team
Welcome. Our associates provide wealth management and advanced financial planning services based in Columbus, Ohio. Our professionals are highly
qualified to help you with sophisticated investment and financial issues. We provide answers to your real world issues and problems,
particularly in advanced tax planning, financial planning, estate planning and retirement planning.
Wealth-Building Reality
Your wealth – and your overall financial health – should be preserved and sustained with every resource at your disposal. Unfortunately, individual
investors tend to over- and under-react to market swings in ways that are financially harmful and not compatible with their long-term goals. This
undeniable phenomenon controls even the brightest of investors, despite academic studies that have continually proven the advantages of staying in
the market during volatile periods.
We provide you with an antidote to this human tendency. Our investment philosophy employs investment techniques and implements them in
an extremely disciplined manner.
Active Oversight
We help our clients achieve specific investment and personal financial goals. We combine state-of-the-art modern portfolio theory with advanced technology and
years of practical hands-on experience in managing wealth. We help guide you in the often-turbulent environment of tax planning, economic swings and
financial markets. We monitor your assets continually so you don't have to.
We are fee-based wealth managers. We operate only on our clients' behalf and compensated based on the value of your account and net based on the level of
trading, eliminating a potentially significant conflict of interest.
We provide comprehensive wealth management services to active or retired corporate executives, professionals, business owners, trusts, tax
qualified plans and individuals of substantial income or assets.
As Certified Financial Planner™ professionals (CFP®), we adhere to a strict set of standards and ethics, continuing education in our field
and a fiduciary commitment to our clients.
* What Else Should You Know About Fee-Based Accounts?
In an asset-based fee relationship, you pay an annual fee for the advice
and services provided by your financial advisor as a part of the
advisory relationship. This fee is based on the level of assets in your
account, independent of the level of trading activity. By deciding to
pay a fee based on services provided rather than transactions, you
should understand that the fee may be higher than the cost of a
commission alternative during periods of lower trading activity.
|
