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Our Clients

Health Care Professionals
  • We actively partner with physicians, CRNAs, nurses, and health care professionals.
  • For over 20 years, we have spent countless hours in hospitals, physician offices, partner meetings, and the homes of healthcare professionals.
  • We believe this experience and understanding is necessary to appreciate the unique opportunities and challenges for health care professionals.
  • Our diligent investment management and financial planning process provides peace of mind and allows our health care partners to focus on their careers and families.
 



         
CONTACT INFO

221 E. 4th Street, Suite 2850
Cincinnati, OH 45202
Office: (513) 621-6787

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