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

8040 Hosbrook, Road, Suite 220 Cincinnati, OH 45236


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. Further, visit the Independent Advisor Learning Center to learn more about the benefits of working with an independent financial advisor. 

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


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