Resolute Wealth Management, LLC

Resolute Wealth Management, LLC is a wealth management firm in Centerville, OH. The firm provides specialized financial services including retirement planning, investment management, risk management, tax strategies, and estate and generational planning. They serve clients by focusing on long-term stability and personalized financial plans designed to navigate market volatility. The firm maintains a 5.00 rating.

The firm operates under a fiduciary standard, prioritizing planning over products to ensure conflict-free advice. Led by Co-Founders and Certified Financial Planners Rory Hartmann and Sean Cawley, along with Chief Investment Officer Rick Wedell, the team utilizes institutional-level portfolio management and time-honored investing principles. Their approach emphasizes creating unique paths for clients through education planning, business retirement plans, and risk mitigation. The team is dedicated to helping individuals and families move from identifying their goals to the realization of their long-term financial dreams.

Located on E Franklin St, the office is situated about 0.4 miles from Centerville High School and the Rod & Reel Fishing Club. It is also a short drive from Centerville Stadium and Alexandria Montessori School.

Resolute Wealth Management, LLC is recognized for its well-documented business information and its commitment to the fiduciary role. The firm stands out for its dedication to client success and its focus on goal-oriented, planning-driven investing.

By focusing on long-term stability and personalized strategies, Resolute Wealth Management, LLC serves as a dedicated partner for wealth management in Centerville.