Sean Vaught

Serving in a hybrid role, Sean works closely with COO Rob Siegmann and the internal operations of the firm to provide consistent and accurate reporting to clients. Additionally, he also assists with maintaining compliance procedures to ensure accuracy with the SEC. Sean also serves clients in the following manner:

Opens new accounts, assists clients with cash transfers (e.g. MoneyLink), completing IRA contributions, account transfers, and charitable gifting

Is available to assist clients with other full-service needs, including help with our client portal, Schwab Alliance, or other technology related assistance

Supporting the firm’s wealth planners by preparing for meetings and implementing non-security related advice with clients

Maintaining and ensuring the continuous use of standardized technology and modern cyber-security practices to keep client data secure

Sean joined the Total Wealth Planning team in late 2016 and wears many hats. He enjoys spending time with his wife, hiking, camping, and playing disc golf and soccer. Sean is passionate about technology and creating the best client experience for the Total Wealth Planning family.

INVESTMENT
MANAGEMENT

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.

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RETIREMENT AND
TAX PLANNING

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.

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HOLISTIC/COMPREHENSIVE
PLANNING

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.

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WE'VE BEEN LISTENING
FOR OVER 25 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.