Columbus Street Wealth Management

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Financial planner in Dublin, OH (show on map)

5.0

★★★★★

1 reviews

Columbus Street Wealth Management offers fee-only fiduciary financial planning and investment management services for high net worth individuals and families.

Call (614) 662-4250

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About

Columbus Street Wealth Management provides comprehensive, fee-only fiduciary financial planning and investment management services tailored to high net worth individuals and families. The firm focuses on wealth management, retirement planning, financial planning, and investment strategies, ensuring clients' interests are always prioritized through a transparent, conflict-free approach.

Fee-only fiduciary model

No commissions or asset-based fees

Comprehensive, integrated wealth management approach

Services

High Net Worth Management

Simplifies financial complexity and achieves long-term goals for ultra-high-net-worth individuals and families.

Real estate and business transfer strategies Pension and social security maximization Roth conversion strategies Estate and legacy trust planning Private investment management

Retirement Planning

Helps individuals and families prepare for a secure retirement with income strategies, tax planning, and legacy coordination.

Retirement income strategy Social Security and pension optimization Tax-efficient withdrawal planning Estate planning and legacy coordination

Financial Planning

Provides proactive, personalized financial planning for high-earning professionals and families.

Cash flow and savings optimization Equity compensation and tax efficiency Insurance and risk management College funding and charitable gifting

Investment Strategies

Offers diversified investment portfolios tailored to clients' risk tolerance, time horizon, and financial goals.

Model allocation scenarios for different life stages and priorities Alternative investments and private markets Concentrated position management Performance reporting and ongoing monitoring

Credentials & Certifications

Registered Investment Adviser

Since 2022

Reviews

Rating

★★★★★

Reviews

"On-site services"

Frequently Asked Questions

What is the difference between a fee-only fiduciary and a commission-based advisor? +

A fee-only fiduciary is compensated solely by the client and is legally obligated to act in the client’s best interests, whereas commission-based advisors may receive compensation from product providers, potentially creating conflicts of interest.

How does Columbus Street Wealth Management handle Social Security claiming strategies? +

The firm provides personalized Social Security claiming strategies, analyzing spousal benefits, survivor benefits, and optimal claiming ages to maximize lifetime benefits.

What investment strategies are offered for high-earning professionals? +

Columbus Street Wealth Management offers tailored investment strategies, including equity compensation tax efficiency, diversified portfolios, and alternative investments, designed to align with high earners’ unique financial situations.