CHARLES

Charles, Amelia and Amy enjoy the comradery and support of our Cincinnati, Ohio office team to delegate various back office needs so they can focus on you, the client... Charles, Amelia, Amy, and the entire Total Wealth Planning team look forward to continuing to guide you through complex financial decisions that can impact you, your lifestyle, and your family's financial future... As stated in our registration with the SEC, our team of 19 professionals serve 731 client households with approximately $1.12 billion of assets under management as of 6/30/2024. Would you like to learn more about us? Meet our Total Wealth Planning family and read about our history.

Primary location: Cincinnati United States