Center for Wealth Management | Financial Advisor in Cincinnati ,OH

4355 Ferguson Dr, Suite 200
Cincinnati, OH 45245
Phone: (513) 4075430ext102

About

Center for Wealth Management, provides 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 in terms of client satisfaction. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with rewarding consistency.

We are partnered with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2010.

11 Years of Experience



General Information
Name of Broker/Dealer:   LPL Financial
States Licensed in:   OH, IN,KY,PA,IL,GA,FL,AZ,TX
Number of Years with Current Firm:   3
I work with the following types of clients:   Individual Investors , Businesses , Investment Clubs , Non-Profit Organizations


Services
Investment Types:   Alternative Investments , Exchange Traded Funds (ETFs) , Mortgages & Real Estate , Insurance , Bonds , Commodities , Stocks , Annuities , Mutual Funds , Options & Futures , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office , At your home , At your office , Via email , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Health , Annuity , Disability , Life , Variable Life , Long Term Care , Variable Annuity
Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee , Hourly



FAQs

Chris Wright

Chris Wright

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM