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Our Firm

We are a full service wealth management firm committed to helping our client family pursue their financial goals. We offer a wide range of financial services to individuals and business owners.  We will coach you in identifying your goals and making informed financial decisions.

Our firm is committed to giving back to the community we live in. We hold an annual Thanksgiving dinner to benefit charity.  Last year our dinner highlighted Prevail of Hamilton County.  Our clients and their guests enjoyed dinner at Prime 47.  Michelle Corrao from Prevail spoke about their mission and cause.  We subsequently held an open house to gather items on the Prevail “wish list”

We are committed to being a positive influence and addition to our community and will continue to increase our efforts in working alongside our local organizations. Our ultimate goal is to establish a charitable foundation.