Leventhal Partners LLC

CLA exists to create opportunities for our clients, our people, and our communities through our industry-focused advisory, outsourcing, audit, tax, and consulting services. CLAconnect.com

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Cleveland, OH area, James Schmitt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Objective Capital Management is the next generation independent boutique investment advisory and financial strategy firm partnering with individuals and families to provide wealth management services