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Planning is a Personal Experience

Wealth Planning

"We want to make creating a plan for your financial future as easy as possible. We don’t believe in questionnaires because dreams are too big to fit in a box. Here at Fort Washington, we function as a team to guide the client’s experience and ultimately deliver individualized expertise." - Kate Brown, CFP®, Vice President, Senior Wealth Planner

Wealth planning is the experience of figuring out where you are today, where you want to go, and developing a roadmap to help guide you through life’s transitions. 

Our unique approach to identifying your priorities allows you to share your story. The focus is on you and your loved ones, and we work to provide objective ideas and strategies that may lead to what you define as success. For us, success is defined not by a benchmark, but in helping you live the one life you have in the best way you can. 

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Kate Brown

A Plan Tailored to You

Through careful listening, we identify your priorities to understand what’s important to you now and for the future. Our team provides ongoing and proactive strategic advice as we work to succeed for you. Your needs are always at the forefront of our wealth management process, and your financial goals are central as we curate your optimal plan.

Vice President and Senior Wealth Planner Kate Brown describes the planning experience you can expect at Fort Washington Investment Advisors Private Client Group.

Photo by Daniel Smyth featured in Venue Magazine.

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Personalizing Your Financial Plan

Our services are designed to enrich your life and the lives of your loved ones. We can guide you through the many facets of wealth planning, including:

  • Goals-Based Planning 
  • Retirement Planning
  • Investment Management
  • Trust & Estate Planning
  • Tax Planning1
  • Business Owner Advisory Services
  • Executive Compensation Planning
  • Generational Wealth Transfer
  • Charitable Giving
  • Risk Management
  • Insurance Planning
  • Private Banking

Advisory Approach

Using your goals as our guide, we develop an investment plan personalized to fit your time horizon, your appetite for risk, and any other unique constraints you may have. 
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People

Connect with our team of wealth advisors, wealth planners, and portfolio managers who have an average of 20 years of experience in the industry.
Explore Our Team

How Can We Help?

IMPORTANT DISCLOSURES

1Fort Washington does not provide tax advice nor is an expert in tax law.