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
The Parent’s Playbook for Online Safety: Protecting Your Kids in a Tech-Driven World
In this article, Megan Cameron shares practical tips to help parents keep their kids safe online. Read and share this guide to help protect your family in a tech-driven world.
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TFO Wealth Partners
The Gift of Wealth: How to Thoughtfully Share Financial Blessings with Family
In this article, Tad Sobieszczanski discusses how gifting money to loved ones can be meaningful—but it also requires thoughtful planning.
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Other Recent Articles
April 17, 2026
Two TFO Family Wealth Strategists Named to Forbes 2026 Best-in-State Wealth Advisors List
Neither the firm nor its employees paid a fee for placement on Forbes 2026 Best-in-State Wealth Advisors List. The ranking was developed by Shook® Research, LLC and the data provided was as of 06/30/2025. The ranking was released on 04/07/2026.
April 14, 2026
Numbers and Narratives: Q1 2026
