The Aurum Cleveland N. Team
Serving the greater Cleveland, OH area.
Location
Cleveland, OH 44143 (440) 375-5896
A team behind every plan
We provide comprehensive financial planning and investment management strategies for high-net-worth families and business owners. With a cohesive, time-tested process, we strive to help our clients uncover, prioritize, and meet their short-term and long-term milestones. This is accomplished through a clearly defined financial plan that guides a tax-efficient investment process, estate strategy, and liability management.
For business owners, the CEO of Your Money™ approach extends beyond personal planning. We align each client’s strategic business objectives with their personal financial plan to help grow enterprise value, manage risk, and position the owner for a successful future liquidity or exit event to empower you to be the CEO of Your Money.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Cleveland, OH
Cleveland, OH 44143
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
What we’re thinking about
The Business Owner’s Guide to Preserving Wealth After an Exit
Newsroom and Resources
View AllNo stone left unturned: Optimize optionality with financial planning
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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