Wealth Building Families
Total Wealth Plan
Blogs & News
Protection & Privacy
Jared serves as a Portfolio Operations Associate, providing support to the investment team with portfolio rebalancing and trading, daily account monitoring, and research. He also manages the firm’s portfolio accounting system to ensure the integrity of reporting data and other related projects. He serves a select number of client relationships with various administrative requests and problem solving to make clients lives a little easier.
Jared joined the team May 2018, and earned his series 65 investment advisor representative in 2019. Jared demonstrates excellent passion when serving clients and the internal team. He is a graduate of the University of Cincinnati, where he studied Finance and Information Systems.
Jared and his wife love to spend time in the city enjoying the local food and events. They also enjoy the outdoors, playing sports, and spending time with their growing family.
Your investment philosophy should be grounded in academic research and financial science. Our team will build you an investment portfolio that aims to give you the highest probability of achieving your goals with the least amount of risk.
Figuring out how to recreate your paycheck or developing a spending policy should not be an overwhelming exercise. Our team has the expertise to help with retirement portfolio, tax strategies, distribution planning, social security maximization strategies and more.
We’ll have discovery conversations, gather and organize your data, then craft comprehensive plans to achieve your life and financial goals. As our ongoing commitment, we consistently monitor and tweak your plan to ensure you’re on track and surprises are minimized.
WE'VE BEEN LISTENING
FOR OVER 30 YEARS
Life brings many transitions. Find the right advisor to fit your needs on a fee-only basis, and take the first step in the journey. Total Wealth Planning's team of Certified Financial Planners® guides Cincinnati families and associates through transition.
WE ARE PROUDLY ASSOCIATED WITH
WHAT'S NEW AT TWP
BLOG & NEWS
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
Quarter 2, 2020 Market Review
Wednesday, July 8, 2020
SEE MORE >
| COPYRIGHT © 2020. TOTAL WEALTH PLANNING. ALL RIGHTS RESERVED.