The Aurum Hartford-St. Louis Team
Serving the greater Cleveland, OH; Chesterfield, MO; and Hartford, CT areas.
Location
Cleveland, OH 44143 (440) 375-5896
A team behind every plan
Our team is committed to empowering you to achieve your long-term financial aspirations. With extensive experience navigating diverse market cycles, we bring a seasoned perspective to wealth management. Our core strengths lie in crafting comprehensive financial plans tailored to each client’s unique goals, implementing sophisticated tax strategies to optimize outcomes, and adhering to a disciplined, research-driven investment process. We prioritize a thorough understanding of our clients’ needs and objectives, fostering enduring partnerships built on trust and transparency. By integrating these key pillars, we strive to provide clarity and confidence, guiding our clients toward lasting financial success and the realization of their most important life goals.
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
Chesterfield, MO
Chesterfield, MO 63017
Hartford, CT
Hartford, CT 06103
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
10 Rules For Fund Selection
Direct Indexing: A Tax-Efficient Strategy for Your Portfolio
Behavioral Finance: Putting Psychology Into Action in Your Investments
Aurum Quarterly Market Update
Newsroom and Resources
View AllStrategy Newsletter – 4th Quarter 2026
Higher Rates, Better Opportunities
The Dollar May Be the Pressure Valve
Big Picture Charts in a Noisy Market
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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