Broker Check

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

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Chris Wright

Private Wealth Manager

(513) 407-5430

(513) 206-9765

Christopher Wright is a Private Wealth Manager for Center for Wealth Management. He proudly serves clients in the Greater Cincinnati/Northern Kentucky area, while continuing to grow his client base across the country.

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Jason is a native Ohioan who grew up in Clermont County and resides there today. He graduated with honors and holds a Bachelor’s Degree in Accounting from the University of Cincinnati. Jason Feist is not affiliated with LPL Financial

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Keith is a Private Wealth Manager for Center for Wealth Management Advisory. With his diverse experience in finance, he positively impacts his clients by giving proactive, unbiased advice, while keeping clients educated in the world of...

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Jo Ann has been a practicing CERTIFIED FINANCIAL PLANNER™ for more than 30 years, earning her credentials and certifications emerging from the banking field at a time when very few women entered the industry. Originally from the New...

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Beverly Sexton is the Director of Operations at Center for Wealth Management.

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Kim is a native Ohioan and was born, raised and still resides in Clermont County. She has over 25 years of financial management and payroll experience and enjoys working with Clients at Center for Wealth Management.

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Taylor Meyer

Admistrative Assistant

(513) 407-5430 ext. 106

(513) 206-9765

Taylor Meyer is an Administrative Assistant at Center for Wealth Management. She has 5 years’ experience with management and customer service. Her overall goal is to make sure the client is taken care of and happy. Taylor is a lover of...

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Cassie Adams

Customer Service

513-407-5430

Cassie Adams graduated from the University of Cincinnati’s Lindner College of Business in December of 2015 with a Bachelor of Business Administration. Following Graduation she worked for a year as the Accounts Payable Coordinator for...

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