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.
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:
We can also answer your questions or offer financial advice concerning these subjects:
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.
Private Wealth Manager
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.
Private Wealth Manager, Center for Wealth Management Advisory
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
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...
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....
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....
Director of Operations
Beverly Sexton is the Director of Operations at Center for Wealth Management.
513-407-5430 ext. 106
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...