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

chris.wright@lpl.com

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 Feist

Private Wealth Manager, Center for Wealth Management Advisory

513-407-5430

513-206-9765

jason@investcwm.com

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 Burkhardt

Private Wealth Manager, Center for Wealth Management Advisory

513-407-5430

keith@investcwm.com

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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Deborah Saas

Private Wealth Manager, Center for Wealth Management Advisory

513-523-7227

deborah@investcwm.com

Originally from Cleveland, Ohio, 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....

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Randall Daniel

AIF®

513-407-5430

513-206-9765

randall.daniel@lpl.com

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....

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Beverly Sexton

Director of Operations

513-407-5430

beverly.sexton@lpl.com

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

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Taylor Meyer

Administrative Assistant

513-407-5430 ext. 106

513-206-9765

taylor.meyer@lpl.com

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...

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