Broker Check

Center for Wealth Management - Cincinnati, OH - 45245 - Wealth Manager - Estate Planning - Retirement - College Funds - Financial Planner - Portfolio Analysis - Annuities - Investments

Medical Professionals

With you spending the overwhelming majority of your time taking care of others, who is taking care of your financial health?

We have the knowledge and expertise to be this person for you!

Every day of your life is spent helping patients and your family live better lives assisting them in making the right decisions. That leaves very little time to manage your money effectively. The financial world changes and grows as fast as modern day medicine. Just like your profession, our profession gives us knowledge and resources to help our clients pursue a better more predictable life.

Proactive Investment Management & Customized Monitored Wealth Management

Many advisors design a financial plan and an allocated portfolio that takes into account your current financial goals, time horizon, risk tolerance and overall investment experience and then hope that political and economic changes do not diminish your hard earned savings. We here at Center for Wealth Management add more to that.

We take an active approach to managing your portfolio by taking into account the current market and economic conditions. Then we continue to monitor your financial position compared to your overall goals using our Customized Wealth Management System.

If we have learned anything from the last decade, it is that it is too risky to continue to use the traditional Buy and Hold strategy.

Join the future of investing and financial planning with us and Do Not let Hope be your strategy to pursuing your financial goals and dreams anymore!