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Jim Budros
Peggy Ruhlin
Dan Roe
John Schuman
Gary Marcinick
Joe Patracuollo
What We Do
Wealth Management
Financial Independence/Retirement Planning and Modeling
Risk Management and Asset Protection Strategies
Tax Planning
Education Funding
Estate Planning and Wealth Transfer Strategies
Philanthropic Planning and Strategies
Investment/Portfolio Management
Investment Policy Statement Development
Asset Allocation and Portfolio Restructuring
Portfolio Management and Reporting
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Our Advantage
Access to Top Money Managers
America’s Exclusive Wealth Management Consortium
Best in Class Practices
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1801 Watermark Drive, Suite 300 • Columbus, Ohio 43215 • Telephone: 614.481.6900 • Facsimile: 614.481.6919