Center For Wealth Management Email Format

Financial ServicesOhio, United States2-10 Employees

Center For Wealth Management operates in the financial services sector, offering wealth management and investment planning for individuals, trusts, corporate accounts, and qualified pension plans through LPL Financial. Founded to serve midsize investors in its local community, the firm emphasizes a disciplined approach to equity investing, market evaluation, and risk management aimed at preserving capital and building wealth. Over time, this approach attracted a growing roster of large individual investors and employee benefit plans seeking capital preservation and risk control.

Today, a small team applies the same concept to manage the wealth entrusted to individuals and corporations from coast to coast. The company is based in Cincinnati, Ohio. It maintains an association with LPL Financial, described as the nation's leading independent broker-dealer by revenues in Financial Planning magazine during 1996-2013.

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