Get in Touch
Start the right conversation.
We are based in Westlake, Ohio and work with clients across 38 states. Whether you are reviewing your current plan, approaching a significant financial transition, or simply want to speak with advisors who will ask the right questions and give you a real answer, we are glad to connect.
Office:
27887 Clemens Rd
Westlake, OH 44145
Phone:
Email:
FAQ
Frequently asked questions.
If something is on your mind, it is likely here. If not, we are glad to answer it directly.
What type of clients do you work with?
We primarily work with individuals and families with $500,000 or more in investable assets who are within ten to fifteen years of retirement or already in it. Many of our clients are professionals, business owners, and widows or widowers navigating a financial transition. We also work with the adult children of existing clients who are beginning to build their own financial plans.
How do you charge for your services?
Our compensation structure is transparent and available for discussion in our first conversation. We are glad to walk you through exactly how we are paid and what you receive in return.
What is your investment philosophy?
We follow a patient, disciplined investment approach, what we describe as the tortoise versus the hare. We manage for the full market cycle rather than chasing short-term performance. When markets are up sharply, our approach may look conservative. When they pull back, that discipline tends to protect more of what our clients have built. Over time, that consistency is designed compound in our clients’ favor.
How often will I hear from you?
We meet with every client formally at their desired cadence Between reviews, you have a dedicated point of contact on our team who knows your situation and can respond without putting you through a general intake process.
Who is &Partners and why do you work with them?
&Partners is our broker-dealer and dually registered investment advisor. They provide the platform, technology, compliance structure, and investment resources that support our work with you. They are a wholly owned subsidiary of Ampersand Partners, LLC. Your assets are held at Fidelity, one of the financial industry’s most recognized and trusted custodians. That means you can benefit from institutional-level safekeeping and our team’s personal attention.
Do you work with clients outside of Ohio?
Yes. About one-third of our clients live outside Ohio, across 38 states. Many came to us through referrals or relocated after starting their relationship with our practice. Distance does not change the level of service.
Do I need a financial plan before you manage my investments?
Yes, and that is by design. We believe investments should follow a plan, not lead one. We build your financial plan first and then position your investments to help support it. This sequence is part of how we work, not optional.
How is working with 1796 Private Wealth different?
At a large firm, you are one account among hundreds of thousands. Here, you have named advisors who know your situation, a team that tracks your plan over time, and access to the full range of planning, tax strategy, and investment services without the overhead and constraints of a large institution. We made this move because it allows us to serve our clients at a high level, and that has always been the goal.