Wealth Management Services West Chester Township OH

Address

9078 Union Centre Blvd #102
West Chester Township, OH 45069

Contact

Phone: 513.273.0350

Who We Serve

Individuals

Hours

Mon–Thur, 9:00 am–4:00 pm
Fri, 9:00 am–12:00 pm

See Nearby Locations

Dayton, OH

Individuals

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

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CAPTRUST

West Chester Township

Discover the CAPTRUST difference when you work with our team of industry experts. Our comprehensive approach offers tailored solutions for your unique challenges, keeping your needs at the forefront. If you’re seeking a best-in-class experience in Cincinnati, Hamilton, or West Chester Township, connect with your local CAPTRUST office today.

Our Team

Joshua S. Haire

Senior Vice President,
Financial Advisor

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Bridget E. Mitchell

Senior Financial Advisor

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By helping people clarify and articulate their aspirations, we can also help them develop a roadmap that moves them from wherever they are to the place they want to be. This is a process—a journey, really—that we undertake as partners.

Josh Haire