Celebrate & Tour: Renovation Reveal
Your continued trust has fueled our growth, and we’re excited to show you our renovated and expanded space! We’ve increased our footprint to include additional workspaces for the team and to allow us to host client events. This was all done to support our growing team and strengthen our ongoing commitment to providing exceptional service to our clients.
Celebrate our expansion with us on October 14 or October 15!
Join us on the night works best for you between 6 and 8 pm to enjoy light bites, drinks, and a tour of our expanded and renovated space.
YOU'RE INVITED!
RSVP to our Open House
October 14 or 15
Between 6 and 8 pm
7755 Montgomery Rd
Suite 100
Cincinnati, OH 45236

13,674
SQUARE FEET OF OFFICE SPACE
Select your preferred night and join us between 6 and 8 pm!

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OFFICES AND CUBICLES
EMPLOYEES HERE FOR YOU
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Our team is excited to see you and show you our space!
YOUR HOSTS FOR THE EVENING
LOCATION & CONTACT
Based in Cincinnati, Ohio, our wealth management firm proudly serves clients in the Tri-State region and across the United States.
7755 Montgomery Road
Suite 100
Cincinnati, OH 45236