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
Numbers and Narratives: Q1 2026
In this Q1 2026 edition of Numbers and Narratives, TFO Wealth Partners Chief Investment Officer, Matt Sheridan, shares his perspective on why markets and headlines appear to be back in sync, and what that really means, the rapid shift in the AI narrative, from hype to disruption, how the Iran conflict reshaped oil, rates, and global markets, why this year’s market pullback may feel worse than it actually is, and what investors might be missing beneath the surface of recent returns.
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TFO Wealth Partners
Trump Accounts: What They Are, How They Work, and Whether They’re Right for Your Family
“Trump Accounts” are designed to help families start long-term, tax-deferred investing for children, potentially beginning at birth. But like any planning tool, the key is understanding how it fits alongside your existing strategy. Joe Krebs, TFO Family Wealth Associate, has put together a simple guide to walk through
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Other Recent Articles
March 25, 2026
Money Is a Tool. But Too Often, We Turn It Into a Scorecard
March 24, 2026
Squeezed in the Middle: A New Season, A New Role
March 17, 2026
Why Giving Away Money Is Harder Than You Might Think
