Nicholas Ruch - UBS Financial Services Inc.

George Kaufman - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Cincinnati, OH. With a focus on financial planning and portfolio management, they provide knowledgeable perspective, good judgement, and broad experience to help clients meet their challenges and seize opportunities. Led by George Kaufman, a Senior Vice President Wealth Management Financial Advisor, the team is committed to helping clients organize their finances around their short-term needs, longer-term goals, and generational vision. With a background in economics and philosophy, George Kaufman brings a unique perspective to his role. As a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Plans Specialist, he is well-equipped to provide comprehensive financial advice. George is also actively involved in community service, including the Cincinnati Rotary. As a native of greater Cincinnati, he is married and enjoys tennis and gardening.Generated from the website

3 Point Legacy Advisors, based in Cincinnati, OH, is a team within UBS Financial Services that specializes in wealth management for business owners and entrepreneurs. With over $2 billion in assets under management and a 14-person seasoned team, they offer a comprehensive range of services tailored to the unique needs of privately owned businesses. Their services include pre and post-sale planning, investment banking, risk management solutions, family advisory and governance, wealth transfer and estate planning, as well as personal and commercial banking solutions. By leveraging the resources of UBS, one of the largest wealth management firms globally, 3 Point Legacy Advisors provide personalized strategies to help clients achieve their financial and life goals. Generated from the website content

Buckingham Strategic Wealth's Cincinnati team is focused on helping clients achieve retirement success. With decades of experience guiding clients toward meeting their financial goals, the team enjoys taking a people-first approach to wealth planning. Using an evidence-driven philosophy, they ensure clients understand how to navigate the peaks and valleys of markets and planning decisions.The team has been serving the Cincinnati area since 2003, previously as Oxford Financial Partners, before joining Buckingham Strategic Wealth in 2023. Clients come to their team of advisors for the long-term partnership approach they take when working with them.