See our affiliate Kentucky Satellite Office at 211 Grandview Drive Suite 236 Ft. Mitchell, KY 41017, our Ohio Satellite Office at 7125 Silver Crest Drive Cincinnati, OH 45236, and our Florida Satellite Office at 23225 Gracewood Circle Land O Lakes, FL 34639.
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 manage risk.