Chris Wright
Center for Wealth Management

Tel: (513) 4075430ext102
4355 Ferguson Dr, Suite 200
Cincinnati, OH 45245
Center for Wealth Management | Financial Advisor in Cincinnati ,OH

About Center for Wealth Management

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.


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:   Businesses , Investment Clubs , Individual Investors , Non-Profit Organizations


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , 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 and 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


Chris Wright

Chris Wright

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM