- Investments/Financial Planning
“Dedicated to Helping Your Wealth Do More
We believe that managing wealth involves far more than managing an investment portfolio. It begins with
developing a comprehensive understanding of who you are and the financial forces at work in your life.
It means helping you to understand and respond appropriately to these forces. And, of course, it means helping
you invest your assets in a way that reflects your life and the uniqueness of your long-term goals.
As your trusted advocates, we are committed to forming a long-lasting relationship with you built on trust.
We will work closely with you to define your objectives, explore alternatives, and tailor wealth management and
investment strategies that align with your needs. As our relationship evolves, we hope you come
to regard us as a valued resource regarding your financial issues and decisions.
OUR MOST IMPORTANT MISSION:
Provide the personalized guidance to help your wealth do more.”
Whom to Contact
- Jeff ScheperFirst Vice President/Investments Portfolio Manager- Solutions Program9999 Carver Rd. Suite 350Cincinnati, OH 45242Phone: (513) 794-5012