When it comes to advising corporate executives and their families, our team understands every detail matters. We anticipate the questions you may or may not ask and work diligently to help you develop and implement a customized financial plan.
Whether you’re planning for retirement, transitioning in your career or preparing your legacy, our highly experienced team works with you to develop a comprehensive financial plan. We will coordinate with your tax and legal advisors and connect you with the research and resources needed to ensure confidence in your financial future.
“At a time when you’re looking for peace of mind in delegating responsibility to someone you can trust, our team of professionals will be with you every step of the way.”
|Comprehensive Financial Planning|
Our customized planning services integrate company benefits and compensations strategies–including plan distribution, deferred compensation and stock options–with your entire financial life. Through a series of meaningful conversations we can help you prioritize goals, understand the impact of cash flow, seek out proper asset allocation, manage risk, and assess the right estate and charitable planning strategies for your needs.
With every client having their unique set of goals and risk appetites, we provide guidance on building diversified portfolios to best meet each of our clients' needs. Our process focuses not just on returns, but also on the amount of risk taken to derive them. With $1.25 billion in assets under management, our disciplined approach to investing has stood the test of time. To you, our experience simply means a more robust and comprehensive path toward your goals.
Providing the exemplary, concierge service you would expect from a family office, we are always uncovering innovative ways to deliver more to both our private and corporate clients. By leveraging the powerful resources of UBS, we can deliver professional services and financial solutions to you in a highly customized, personalized manner.
From supporting local businesses to sitting on the boards of some of Cincinnati’s most impactful charities, our entire team is committed to active engagement in the community. We are the recent recipient of the Greater Cincinnati Foundation’s Bridge Builder Award. A few of the organizations we support include Give Back Cincinnati, People Working Cooperatively (PWC), From Our Angels to Yours (FOATY), Ronald McDonald House, Our Lady of the Sacred Heart, Gorman Heritage Farm, St. Vincent de Paul, Dan Beard Boy Scouts, ProKids, Kiwanis Club of Mason, the Junior League of Cincinnati and others.
Dan Torbeck has been recognized as an industry leader.
Financial Times Top 400 Advisors, 2014