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Chris Wright

Center for Wealth Management

4355 Ferguson Dr, Suite 200

Cincinnati, OH 45245
(513) 4075430ext102

About Center for Wealth Management

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.

General Information

Firm Start Year

2008

No.of Employees

10-19

CRD#

4263057

Firm CRD#

171221

Insurance License#

567466

Name of Broker/Dealer

LPL Financial

States Licensed in

OH, IN,KY,PA,IL,GA,FL,AZ,TX

Years of Experience in Financial Services

19

Number of Years with Current Firm

11

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Annuities, Insurance

I can meet clients in the following ways

At your home, At my office, Via phone, At your office, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66, Series 63

Insurance and Annuity Licenses

Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life

Firm Information

Firm's Number of Clients

500+

Assets Managed by Firm

170,000,000

Compensation and Fees

Fee Structure

I am a fee-based financial professional

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets