(513) 794-2870 | Fax (513) 273-0246

8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236


Getting Started

For Prospective Clients

Free, No Obligation Consultation:

At TWM, we understand that our services are not for everyone.  We invite you to complete our Confidential Survey and submit it to us for review.  The survey will help clarify whether or not you need financial planning services, to what extent services are required, and if TWM might be the right firm to provide the services to you.

Alternatively, feel free to call or email us to discuss your situation-Contact Us


For New Clients

Client Checklist and Questionnaire:

Regardless of the service we provide to you, we’ll need to collect data to proceed.  Please complete the Confidential Financial Planning Questionnaire and review the Client Checklist for documents we’ll need from you