The financial professionals at Center for Wealth Management provide wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial.Center for Wealth Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk. Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success by the feedback we receive from our clients. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with consistency. We are associated with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2013.
View Top Employees from Center For Wealth ManagementWebsite | http://www.centerforwealthmanagement.com/ |
Revenue | $1 million |
Employees | 15 (15 on RocketReach) |
Address | 4355 Ferguson Dr. Suite 200, Cincinnati, Ohio 45245, US |
Phone | (513) 407-5430 |
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Industry | Financial Services, Business Services General, Investment Management, Business Services, Tax Planning, Financial Planning, Estate Planning, Services for Business Owners, Retirement Income Strategies |
SIC | SIC Code 874 Companies, SIC Code 87 Companies |
NAICS | NAICS Code 5611 Companies, NAICS Code 561110 Companies, NAICS Code 56 Companies, NAICS Code 56111 Companies, NAICS Code 561 Companies |
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The Center For Wealth Management annual revenue was $1 million in 2024.
Deepthi Parthasarathy is the Vice President of Center For Wealth Management.
15 people are employed at Center For Wealth Management.
Center For Wealth Management is based in Cincinnati, Ohio.
The NAICS codes for Center For Wealth Management are [5611, 561110, 56, 56111, 561].
The SIC codes for Center For Wealth Management are [874, 87].