Haller Wealth Management Group

We specialize in financial planning strategies for individuals, families, businesses, and nonprofit organizations. From estate planning and asset management to retirement planning, our mission is to help clients define achievable goals and reach those goals. Contact us today!

At Lehman Capital Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Powell, OH area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Our Preferred Program combines premium banking services with comprehensive investment, insurance and borrowing solutions backed by a team of experienced financial professionals giving you personalized support.