Providing financial clarity across the nation and in your local area.

Cleveland, Ohio

Private Wealth Management & Financial Planning in Cleveland

CLIENT LOGIN

SCHEDULE A MEETING

local knowledge. all in-house.

About the Cleveland Team

Each member of our Cleveland team brings a different perspective, skills, and creativity to the table, fostering a collaborative environment where thoughtful ideas flourish. We value teamwork and professionalism to help ensure that we deliver quality advice to our clients.

Contact Cleveland Team

1350 Euclid Ave
Ste 400
Cleveland, OH 44115-1833

(216) 431-3000

services offered

  • Comprehensive wealth management

  • Investment management

  • Tax Planning

  • Trusts & Estate Planning

  • Financial Planning

  • Retirement Planning

Recent Thought Leadership

Art Shape Asterisks Blue Green

Meet your team

  • David Bosak Wealth Advisor headshot

    David Bosak

    CFP®

    Wealth Advisor

    view bio

  • Andrew Connors Senior Wealth Advisor headshot

    Andrew Connors

    CFP®, CEPA

    Senior Wealth Advisor

    view bio

  • Tia D'Aveta Associate Wealth Advisor headshot

    Tia D'Aveta

    FPQP®

    Associate Wealth Advisor

    view bio

  • Peter DeVito Senior Wealth Advisor headshot

    Peter DeVito

    CPA*, CFP®

    Senior Wealth Advisor

    view bio

  • Ryan Dobroka Wealth Advisor headshot

    Ryan Dobroka

    CFP®, CPWA®, CIMA®

    Wealth Advisor

    view bio

  • Emily Drake Senior Wealth Advisor headshot

    Emily Drake

    CFP®, AEP®

    Senior Wealth Advisor

    view bio

  • Michael Drennen Managing Director, Head of Office headshot

    Michael Drennen

    Managing Director, Head of Office

    view bio

  • Dana Hastings Senior Wealth Advisor headshot

    Dana Hastings

    CFP®, ChFC®, RICP®, CEPA

    Senior Wealth Advisor

    view bio

  • Christopher Isabella Wealth Advisor headshot

    Christopher Isabella

    CPA*/PFS, CGMA

    Wealth Advisor

    view bio

  • Alexander Jeffries Associate Wealth Advisor headshot

    Alexander Jeffries

    Associate Wealth Advisor

    view bio

  • Beth Korth Wealth Advisor headshot

    Beth Korth

    CPA*/PFS, CFP®

    Wealth Advisor

    view bio

  • Aaron Nuti Senior Wealth Advisor headshot

    Aaron Nuti

    CFA, CFP®, CAIA

    Senior Wealth Advisor

    view bio

  • Thomas Seifert Senior Wealth Advisor headshot

    Thomas Seifert

    CPA*/PFS

    Senior Wealth Advisor

    view bio

  • Emily Shacklett Senior Wealth Advisor headshot

    Emily Shacklett

    CPA*/PFS

    Senior Wealth Advisor

    view bio

  • Richard D'Amico Senior Portfolio Manager headshot

    Richard D'Amico

    CFA

    Senior Portfolio Manager

    view bio

  • Michael Morgan Portfolio Administrator & Trader headshot

    Michael Morgan

    Portfolio Administrator & Trader

    view bio

  • Christopher Muirhead Portfolio Manager headshot

    Christopher Muirhead

    CFA

    Portfolio Manager

    view bio

  • John Silvis Director, Investments headshot

    John Silvis

    CFA

    Director, Investments

    view bio

  • Tracie Becka Client Service Manager headshot

    Tracie Becka

    Client Service Manager

    view bio

  • Pamela Dagostino Client Service Manager headshot

    Pamela Dagostino

    Client Service Manager

    view bio

  • Pamela Daher Client Service Manager headshot

    Pamela Daher

    Client Service Manager

    view bio

  • Mike Kalinoski Investment Analyst headshot

    Mike Kalinoski

    Investment Analyst

    view bio

  • Noemi Lopez Client Service Manager headshot

    Noemi Lopez

    Client Service Manager

    view bio

  • Phylicia Prince Client Service Manager headshot

    Phylicia Prince

    Client Service Manager

    view bio

Request a meeting

Once we receive your inquiry, a team member will be in touch to set up your complimentary, no-obligation consultation within one business day.

book your complimentary meeting

Our Locations