Jo Ann V. Wood, CFP
513-248-1515 Text Email Website
Distinctive Guidance for Significant Wealth.
As an Independent Investment Advisory Firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services, without the obligation to sell any particular investment or brand – keeping our focus solely on your wealth management and legacy objectives.
4355 Ferguson Drive, Suite 200, Cincinnati OH 45245 Driving Directions
Category: Financial Planning