The Aurum Cleveland S. Team
Serving the greater Cleveland, OH area.
Location
Cleveland, OH 44143 (440) 375-5896
A team behind every plan
We work at the intersection of financial planning and risk management, serving some of the nation’s most successful families with complex needs. Together, we deliver integrated wealth strategies that combine sophisticated investment planning with tailored insurance solutions, all with a focus on tax mitigation. We offer decades of experience and deep technical knowledge in wealth transfer, tax efficiency, and business succession planning. With a strong focus on detail and data-driven insights, we ensure that each of our clients’ financial plan is customized, practical, and aligned with the client’s broader financial goals. By combining deep industry experience with thoughtful analysis, we create personalized strategies that help clients preserve their assets, pursue growth opportunities, and achieve long-term financial confidence.
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.
Aurum South Team
Newsroom and Resources
View AllBasics Of An Ilit
Global High Net Worth (GHNW) Individuals and Families: The Need and Desire for Life Insurance
Funding options for live insurance held in an irrevocable life insurance trust (ILIT)
Five Proven Strategies to Tackle Estate Taxes
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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