Times may change. Commitments don't.



Kenwood Wealth Management

Today, trusted financial advice is more important than ever. As your Financial Advisors, we take responsibility to provide that advice very seriously. That's why a comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. What's more, if your circumstances change over time, or new opportunities arise, we can adjust your plan to ensure it's on track.

Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much, we are well-positioned with straightforward advice and a solid plan that will give you greater confidence to pursue all of your life goals–no matter what the environment.




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Kenwood Wealth Management

The Towers At Kenwood
8044 Montgomery Rd, Ste 200w
Cincinnati, OH 45236
513-792-2100
800-543-2884
855-395-8050 fax
Contact Us get directions


Richard A. Baylis
Senior Vice President Wealth Management
Jeffrey S. "Jeff" Pacetti
Vice President Wealth Management
Wealth Advisor
Stephen R. "Steve" Lee
Senior Vice President Wealth Management
Stephen F. "Steve" Shea
Vice President Wealth Management
Susan M. Snodgrass
Wealth Strategy Associate
Shelli L. Jones
Senior Client Service Associate
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