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OUR CLIENTS INCLUDE:

  • Owners of closely-held businesses
  • Executives of publicly-held companies
  • Professionals (Physicians, Attorneys, Teachers, University Executives and Professors)
  • Retirees
  • Divorcees
  • Widows
  • Families   
  • Client’s Children
  • Professional Corporations
  • Retirement Accounts (Pension, Profit-Sharing, IRA, Roth IRA, 401K)
  • Trusts (Q-tip, Generation-skipping, Inter-vivos, Charitable Remainder)



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SAMPLE CLIENTS

OUR CLIENTS ARE LOCATED:
Most of our clients are located in Ohio, though we serve clients in 10 other states, including:

  • Arizona
  • California
  • Florida
  • Illinois
  • Maryland
  • Massachusetts
  • Michigan
  • New York
  • Oregon
  • Texas
 

OUR CLIENTS ARE:
Few in number, by design, enabling us to provide superior attention to a limited number of high net worth clients. 



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