Cincinnati, OH 45245
The Center for Wealth Management was started with the vision of being a financial services firm
offering professional wealth management to midsize investors in our region.
Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and manage risk.
Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success by the feedback we receive from our clients.
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