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About Us

We Are Independent!
There is nothing cookie-cutter about us!

As an independent, privately-owned wealth consulting firm, we are free from both public shareholder demands and bottom-line corporate profits, which gives us the freedom to put you first.

Looking for an Advisor? Maybe a second opinion? Lets schedule a few minutes over coffee, call today 513-538-1880

We help select individuals in the retirement red-zone, entrepreneurs and professional practitioners by solving the five major wealth challenges facing affluent families such as tax reduction planning, maintaining a successful lifestyle in retirement, and transferring wealth in the most efficient and tax advantageous way. Our goal is simple – to provide advice and strategies that aligns the money you have with the life you want to lead.

Every person’s finances are a puzzle that can only be solved through listening.  When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially--family, what drives you, and lifestyle desires.  Only when we have reached a deep understanding of your life does the financial part of our process begin.