Expertise you can count on



Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.


William G. Murphy
William G. Murphy, CIMA®

Senior Vice President – Wealth Management
Private Wealth Advisor
Certified Investment Management Analyst (CIMA®)
216-736-8308

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Owen C. McBride
Owen C. McBride, CFP®, CLU

Senior Vice President – Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
216-736-2807


Chad A. Hartup
Chad A. Hartup, CFP®, CRPC®, CLU

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
Chartered Life Underwriter (CLU)
216-736-3600


Jeffrey Berger
Jeffrey Berger, CIMA®

Investment Associate
Certified Investment Management Analyst (CIMA®)
216-736-3649


Dorothy L. Gindlesperger
Dorothy L. Gindlesperger

Senior Client Service Associate
216-736-3654



Cleveland Wealth Management Team

Cleveland Wealth Management Team

600 Superior Ave East
27th Floor
Cleveland, OH 44114

216-736-3600
855-355-3948 fax


William G. Murphy, CIMA®

Senior Vice President – Wealth Management
Private Wealth Advisor
Certified Investment Management Analyst (CIMA®)
Owen C. McBride, CFP®, CLU

Senior Vice President – Wealth Management
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Life Underwriter (CLU)
Chad A. Hartup, CFP®, CRPC®, CLU

Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®)
Chartered Life Underwriter (CLU)
Jeffrey Berger, CIMA®

Investment Associate
Certified Investment Management Analyst (CIMA®)
Dorothy L. Gindlesperger

Senior Client Service Associate
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