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Tailored Wealth Management to Build Your Timeless Legacy

Resolute Wealth Advisor helps align plans with long-term goals, offering a personal perspective on wealth—your partner for retirement, business transitions, and legacy planning.

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Manage Your Family’s Wealth in Northwest Ohio

As your personal wealth advisor, we craft tailored, multigenerational plans that seek a smooth transition of your hard-earned assets, consider your tax situation, and help you plan for your family’s financial future. We pride ourselves on demystifying complex wealth concepts so that you and your loved ones understand how your money can work for you.

Resolute serves Northern Ohio, from Lima, Bluffton, Findlay, Tiffin, and Fremont’s industrious heart all the way to the lakeshore life of Port Clinton and Catawba Island, catering to the wealth management needs of clients who value hard work and cherish both legacy and leisure.

Who We Serve

Guiding individuals, organizations, and missions

Individuals & Families

Personal financial planning and investment guidance shaped around your needs and priorities.

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Corporations

Retirement plan consulting and fiduciary support for employers and plan sponsors navigating ongoing responsibilities.
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Nonprofits

Investment oversight and advisory support for nonprofit organizations focused on stewardship and long-term mission sustainability.
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Begin with a 15 minute phone call…

and we’ll guide you through our process that includes three meetings, tailoring a plan aligned with your financial goals.

Define Your Needs

In our Discovery Meeting, you’ll bring your documents and questions while we dive deep into your needs, values, relationships, assets, and lifelong dreams.

Craft a Strategy

Next, we’ll present to you our initial recommended planning and investment strategies — there are no affiliated fees until you decide to work with us.

Launch Your Journey

When you’re ready, we’ll formalize our partnership, collect documents, and open up accounts during the Mutual Commitment Meeting.

Chart the Course

In our Advanced Planning Session, we’ll finalize your onboarding and go over your wealth management plan to map out a path to lasting wealth.
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Learn More About Our Process

Experienced Advisors, Local Perspective —
Serving Communities from Lima to the Lake.

Each of our highly qualified advisors specializes in different areas of wealth management, providing guidance tailored to your needs.

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