Driven by your life's goals Holistic wealth management

Kathleen E. Lach

Senior Vice President - Wealth Management
Wealth Advisor
Chartered Advisor in Philanthropy (CAP)

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5007 Horizons Drive
Columbus, OH 43220

Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.

It all comes down to delivering advice that is relevant to your life and your financial success.

Kathleen Lach has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020
  • Working Mother Magazine Top Wealth Adviser Moms, 2018, 2019


Creating your legacy

Creating a legacy that lasts

Planning for the lifestyle you want

Planning for the lifestyle you want