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Title. Wealth Manager


Thanks for visiting our web site!


Since 1998, we  have been helping families build, manage and preserve wealth.


We are a state registered investment advisor in Ohio. If your family lives in a state other than Ohio, please contact us, we may be willing to register in your state so we can work together.​






To reach us call Jen's cell phone @ 330-256-0683

Please review all DISCLOSURES.  This website is for information purposes only, and is not a solicitation or offer to buy or sell any securities. Past performance is no guarantee of future performance. Neither diversification nor asset allocation ensures a profit or guarantees against loss. Before investing, investors should consider their risk tolerance, investment objectives, time horizon, available capital, and charges and expenses. The information presented on the website has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guranteed. All material is subject to change without notice. 

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