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Our Promise To You

We provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, children, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.
 
total wealth planning, twp team

Our Team

We are a group of wealth management professionals whose personalities align with our clients and allow us to deliver advice in a down-to-earth approach. We bring a spirit of curiosity that allows us to deeply get to know you, how you want things done and the needs you want to fulfill.

It is more than just financial management. It’s about helping you with decision making in your life and being there as a sounding board.

Meet Our Team Members

Rob Siegmann

Principal & Chief Operating Officer


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David D. Wilder

CFP®, CTFA, MST, AIF®, CEPA – Principal & Chief Investment Officer

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Rob Lemmons

CFP®, CPA, AIF®, CEPA – Principal & Director of Financial Planning

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Jon Andre

CFP® – Investment Portfolio Manager, Wealth Advisor

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Joel Musser

CFP® – Wealth Advisor

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Chris Allen

CFP®- Wealth Advisor

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Melina “Mel” Young

Associate Wealth Advisor

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Holden Varvel

Associate Wealth Advisor

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Jared Hatfield

Portfolio Operations Associate

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Kristin Wiechert

Client Service & College Administrator

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Natalie Pham

Client Service Administrator

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Joanne Askren

Office Administrator

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Fiduciary Duty
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Business Planning: Your Sellability Score
 

INVESTMENT
MANAGEMENT

Our investment management process is focused on helping you maintain financial stability, preventing mistakes and accomplishing your investment objectives. We don’t just focus on market performance or predictions. We focus on what performance means and how it impacts your long-term goals. It starts with returns, but it is about making life decisions. Working together, you gain a degree of confidence when uncertain times come.

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RETIREMENT AND
TAX PLANNING

We help you determine how long to work and when to retire to continue your lifestyle. We analyze when and how to take money from your portfolio to replace your paycheck, with an eye on tax efficiency, spending, healthcare and social security maximization. We address the primary concern of having your money last for the rest of your life.




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HOLISTIC/COMPREHENSIVE
PLANNING

Our comprehensive planning focuses on real life. It’s putting a date to your goals and steering your life based on analysis, giving you choices and alternatives. You gain the ability to see how reachable your goals are. It starts with getting to know you and the way you want things done to fulfill your needs. We take into consideration your family and all the secondary factors that go into a comprehensive financial plan.


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WE'VE BEEN LISTENING
FOR OVER 30 YEARS

Total Wealth Planning’s team of Certified Financial Planners® are here to listen to you and your questions. We never want you to feel rushed. The real benefit is having a road map to help ensure the key elements of your financial life are in order.


Total Wealth Planning Associations
WE ARE PROUDLY ASSOCIATED WITH

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WHAT'S NEW AT TWP


       
CORPORATE EXECUTIVES

FAMILIES

PRE-RETIREES / RETIREES

BUSINESS OWNERS

DISCLOSURES
ECONOMIC OUTLOOK

BLOG & NEWS

VIDEO LIBRARY

FORM CRS
   
4665 Cornell Rd. Suite 160, Cincinnati, OH 45241 4665 Cornell Rd. Suite 160, Cincinnati, OH 45241
513-984-6696 513-984-6696
info@twpteam.com info@twpteam.com
2021 Annual Retirement Contribution Limit Changes
Wednesday, November 25, 2020


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