We are fee-based investment advisors to individuals, families, physicians, and business owners in Northeast Ohio and surrounding communities.

 

Our approach to wealth management combines retirement, estate, and tax planning to create unique investment management strategies.

 

The result is a comprehensive framework for managing and transferring wealth while achieving tax efficiency.

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For situations requiring specialized tax or legal strategies, we rely on our extensive network of professionals or seamlessly integrate a client’s existing advisors into the process.​​

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We help you answer some common questions before and during retirement:​

• When can I retire?

• How much money do I need to live my lifestyle in retirement?

• Where will that money come from?

• When should I start taking my Social Security benefits?

• How will I cover healthcare costs in retirement?

• Should I pay off my mortgage before I retire?

• Should my investments change when I retire?

• How will my taxes change when I retire?

• Do I need to update my estate plan when I retire?

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