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

Phone: (513) 561-6640

Toll Free: (800) 532-2962

Fax Line: (513) 272-7527