Cassady Schiller Wealth Management
We appreciate your interest in Cassady Schiller Wealth Management. We have been helping our clients manage and make the most of their wealth since 1999. We focus on delivering simplicity, integrity and transparency to our clients. Our team shares an evidence-based investment philosophy and takes an active approach to adding value through rebalancing, tax loss harvesting and other wealth enhancing strategies.
Cassady Schiller Wealth Management, a registered investment advisor, was founded in 1999 by its managing partner, Michael W. Clark, CPA, PFS, to meet the growing demand for independent, fee based investment advice from its affiliated accounting firm Cassady Schiller CPAs & Advisors. After starting the firm in 1999, we quickly realized the typical Wall Street business model did not align well with our client’s best interests. Wall Street starts with the product in mind; then their brokers sell the products to the customer. It was obvious that the focus of Wall Street is on Wall Street, its countless products and complexity. Cassady Schiller Wealth Management was founded on the fiduciary principle of always placing our client’s interests first. We start with the client’s needs and interests then we put together independent, unbiased advice. We are compensated by our clients, not the products we use. We set out to create a simpler approach to managing money, which has grown into a comprehensive wealth management service offering. We are able to deliver a wide breadth of knowledge across areas such as investment management, tax efficiency, generational planning, and wealth management.
Address: 4705 Lake Forest Drive, Suite 400, Cincinnati, OH 45242, USA
Phone: +1 513 483 6652
FAX: +1 513 483 6690
