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 513-886-5009
We help select individuals in the retirement redzone, 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.
Founder and Independent Wealth Manger, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this can only be achieved by first getting to know each client on a personal level and fulfilling his duty as a fiduciary. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends
in the process.”
Just as you have the opportunity to choose your wealth advisor, we in turn get to choose our independent broker-dealer. We have chosen to be registered with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. They are one of the most respected independent broker-dealer and RIA firms in the industry. CIR is privately owned with no proprietary products or quotas. They facilitate our regulatory compliance and make sure our advisors adhere to all securities laws and regulations. Cambridge
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
1055 Saint Paul Place, Suite 155, Cincinnati, Ohio 45202, United States
Monday - Saturday: By appointment
financial and investment planning
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker dealer, Member FINRA / SIPC to residents of OH, KY, IN, WV, PA & OR. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor to residents of OH, KY, IN, WV, PA & OR. Complete Wealth Strategies, Inc. and Ohio Pension Consultants are not affiliated with Cambridge.
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