SWS Partners

Short North Wealth Management is a trusted, boutique financial services firm based in Columbus, Ohio. We specialize in personalized wealth management, retirement planning, investment strategies and estate planning tailored to meet the unique financial goals of individuals, families, and business owners. Our team is dedicated to providing expert guidance, innovative solutions, and a client-first approach to ensure financial success and peace of mind for each client. Whether you're planning for retirement, managing investments, or looking for comprehensive financial planning, we're here to help you build and protect your wealth. Contact us today for a personalized consultation.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy