Who We Are

wealth manager can help maximize your investments

 We understand that when you invest your money, it’s personal for you. So we make a conscious effort to remove emotion from our decisions when we mange the portfolios of our clients.  It’s not that we don’t care. In fact, just the opposite is true. By being unemotional when it comes to your investments, we can comprehensively manage them, and in that way, we’re actually watching out for your future dreams.  That's why you should consider working with a wealth manager from the Center for Wealth Management.

Our History

What we do is pretty straight forward: We provide wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts.

We were founded as a financial services firm offering wealth management to midsize investors who were primarily located in our local community.

It involves examining and analyzing the market. Some firms do this annually. Some firms don’t do it at all. But we feel that continual fluctuations in the economy, political arena and market call for a quarterly analysis.  So every three months we look at what’s happening in the world, see how it is impacting investments, and then determine whether or not changes are needed to the portfolios we manage.

It’s this disciplined approach to equity investing, market evaluation and risk management that has continued our mission within the firm.

A Wealth Manager and an Approach for You

Today we’ve grown to manage the wealth of individuals and corporations from coast to coast.

Our team of skilled professionals, each an experienced wealth manager, still use our original concept and it continues to be effective. Our approach has resulted in noteworthy expansion for both the number of clients we serve and also the value of their portfolios. For us, it validates our approach and we’re gratified that our clients are able to pursue their financial goals with consistency.

We’re proud to add that we can measure our success by the supportive feedback we receive from our clients.

How We Can Help

We are a team of financial advisors specializing in financial planning and investing.  We carefully research, manage and evaluate the plans and strategies put in place.  We are committed to our Continuing Education and work to stay current with investment strategies, tax awareness, and the latest changes in industry rules and regulations.

Call us today at (513) 407-5430 to see how we are different from other investing and wealth management firms.  Watch the video below to learn more.


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