Broker Check

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

Team

financial advice from an experienced team

When choosing a firm to work with, you want to make sure that the financial advice you receive is up to date and based on research.  After all, it's your money and you have a right to be protective of it.  It represents hours and hours of effort that you put in earning it.  You're depending on those funds to help you retire one day.  So you want to make sure that whoever you work with to help grow that money is worthy of your trust.

Financial Advice From a Team of Professionals

At the Center for Wealth Management, you won't work with just one wealth manager, but our entire team.  We believe our teamwork approach adds a broader perspective, not just to the financial advice we offer, but in everything we do.  Those added dimensions may ultimately lead to increased benefits to all our clients.

Our team of financial professionals can help you address a wide array of investing and wealth management needs.  They include:

  • Investing principles and strategies that fit your individual needs;
  • Retirement investing and distribution strategies that strive to minimize your tax liability;
  • Estate conservation issues;
  • Engaging in risk management processes that include identifying, analyzing and evaluating risks to mitigate the adverse effects of loss.

We can also answer your questions or offer financial advice concerning these subjects:

  • When can I retire?  Can I do so early?
  • Are my investments working hard enough to help me reach my goals?
  • What’s the best approach to help me save for my children's college education?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our Team

Our experienced team of 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.

Read more

Jason Feist

Private Wealth Manager, Center for Wealth Management Advisory

(513) 407-5430

(513) 206-9765

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

Read more

Keith Burkhardt

Private Wealth Manager, Center for Wealth Management Advisory

(513) 407-5430

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...

Read more

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...

Read more

Deborah Saas

Private Wealth Manager

513-523-7227

513-523-7887

Originally from Cleveland, Deborah graduated from Miami University and spent the next 10 years as a retail buyer for several national department store chains, traveling extensively and managing multi-million-dollar inventories. After...

Read more

Randy’s passion is to helping his clients build wealth for a noble purpose. His “why” comes from a meeting he had almost 15 years ago when he was working for an international non-profit as a Major Gifts Director....

Read more

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

Read more

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.

Read more

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...

Read more

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...

Read more