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Would You Benefit from Our Complimentary Second Opinion Service?

You or someone you know may be in a complex situation or just unhappy with the advice from your financial advisor – it’s not uncommon. We believe that many high-net-worth investors would value a second opinion on their finances from an independent, objective financial advisor. It can provide important insight and perspective, and give you the clarity that you have considered all options in providing for those who depend on you.

Why should you consider a second opinion?

A second opinion from Cincinnati Wealth Management, Inc. may:

  • Provide confidence in knowing you’re on track to fulfill your values & goals
  • Assess if your portfolio allocation is in line with your goals & risk tolerance
  • Ensure you are receiving comprehensive financial planning and help spot any missed opportunities before it’s too late

     

Contact Us today if you or someone you know could benefit from a second opinion. 

What to expect from our second opinion service

Our second opinion service is a complimentary consultation so that we may recommend one of the three possible outcomes:

  • Continue with your current financial advisor because we determined you are on track to fulfill your values and achieve your goals.
  • Consider becoming a Cincinnati Wealth Management, Inc. client.
  • Refer you to another advisor if we are not a good fit for your needs.

Working with a team that redefines wealth management

Ask ten investors to define wealth management. You will almost certainly get ten different answers, with most heavily focusing on investing. As a client of Cincinnati Wealth Management, Inc., however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Investment Consulting

Diagnostic of current situation, our recommendations for moving forward and details on our investing approach. 

Advanced Planning

Comprehensive evaluation of the entire range of financial needs with our recommendations for moving forward.

Relationship Management

Clear and compelling process to address financial concerns along with other professionals related to your wealth management (like accountants, attorneys, and insurance specialists).

Our Consultative Process

We approach each new engagement with a consultative process. This allows us to have an open dialogue in which we learn about every client’s values and goals while working with them to tailor a plan to help towards achieving them. For our valued clients, we leverage our comprehensive five step wealth management process below. Through our second-opinion service, you can enjoy a portion of this experience at no cost.

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