We seek to offer the wealth management experience we believe your family deserves.
We provide customized financial life management for high-net-worth individuals, families, and successful businesses. We seek to do more and be more for our clients – here’s how.
Meet Our Team
People make the difference. We believe we are blessed with great people who share a common mission and purpose.
Meet The Team
We believe the right people lead to an exceptional service experience. An exceptional service experience could lead to more fulfilling outcomes for you and your family. Come meet some of the people committed to helping you connect your wealth and purpose.
Offices in Maumee, Columbus, Houston, Phoenix, Winchester, and St. Louis.
How We Help
Explore our solutions 
Your journey is not about any one topic or issue; it requires knowledge, coordination, and exploration across all aspects of your financial life to help you live the life you want.
We share an understanding we are charged with a critical task for our clients and it’s this mission that drives us to offer a more comprehensive wealth management experience. Whether you’re an individual, family, and/or business owner, it’s these services that can help you work towards achieving the life you want.
News & Views
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TFO Wealth Partners
Travel Done Well: Creating Memory Dividends Through Intentional Family Travel
In this episode, Janet Semenova, Co-Founder of Boutique Travel Advisors, explores how intentional travel can create lasting family memories and become one of the most meaningful investments families can make. Janet shares how to build a travel roadmap aligned with life stage, how to keep family trips from becoming stress-filled checklists, and why the best moments often come from the unexpected. She also covers practical tips on planning ahead, logistics, and bucket list destinations trending in 2026.
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TFO Wealth Partners
Geopolitical Uncertainty & Your Portfolio
Recent developments in the Middle East are understandably unsettling. No one can tell you with certainty how this unfolds, particularly if additional countries become involved. As with any shock, the range of potential outcomes has widened materially.
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Other Recent Articles
February 26, 2026
Wealth and Wellness: The Overlooked Connection Between Health and Financial Fulfillment
February 26, 2026
Mastering Life Transitions: From Setbacks to Purpose-Driven Living with Bruce Feiler
February 13, 2026
Why Your Estate Plan Deserves a Second Look with Donald Scott
