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Wealth Management

Philosophy
             
Each client’s investment objectives are unique, and determining the appropriate asset allocation based on these objectives is our most important decision.

Wealth Management - Philosophy

 



         
MEET OUR TEAM

  Alex Moore
Associate Wealth Advisor

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  Nathan M. Bailey, CFA, CFP®
Principal and Portfolio Manager

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  Len A. Haussler, CFA, CPA
Founder and Advisory
Board Chairman

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  Joseph P. Condren, CFA
Principal, COO and CCO
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  Kevin P. Whelan, CFA
Principal and Portfolio Manager

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  Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board

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  Nathan A. Bishop, CFA
Principal and Portfolio Manager

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  CONTACT INFO

221 E. 4th Street, Suite 2700
Cincinnati, OH 45202
Office: (513) 621-6787
  CONNECT WITH US

        
         
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