Summerhill Inc

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.

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

Nicholas Ruch, a Senior Vice President and Financial Advisor at UBS Financial Services Inc. in Cincinnati, OH, is dedicated to building lasting relationships with clients by providing customized financial strategies tailored to their unique needs. With a commitment to quality client service, Ruch and his team focus on understanding clients' priorities and helping them achieve their long-term financial goals. UBS Financial Services Inc. leverages over 160 years of experience in wealth management, offering clients access to a global platform of financial and intellectual resources. The firm emphasizes a comprehensive approach to financial planning, incorporating strategies that address liquidity, longevity, and legacy to assist clients in navigating their wealth management needs. Generated from the website