A real relationship Helping you pursue your life's goals

CORE Wealth Management Group Glenn R. Mohn, Donald E. Nickerson, Christopher A. Pennington, Julie C. Brooks, Mary Ann Werdmann

CORE Wealth Management Group


phone

513-369-4100
800-344-4092



phone

855-406-5103





address

Scripps Building
312 Walnut Street
Suite 3300
Cincinnati, OH 45202



Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. We want to learn all we can about you, so we can address your most important priorities with a detailed plan that helps to put you on a path to achieving your goals. Our aim: to work with you, and to commit to a relationship that’s relevant to your life and focused on your financial success.



Insights

Creating your legacy

Creating a legacy that lasts

Planning for the lifestyle you want

Planning for the lifestyle you want