Constellation Wealth Advisors

Constellation Wealth Advisors is a financial planner in Cincinnati, OH. The firm serves individuals, families, and business owners with complex financial situations, offering a single-family office experience built around a client's full balance sheet. Services include investment strategy, retirement planning, tax exposure management, estate planning, and executive compensation guidance. The firm also assists business owners with cash flow, reinvestment, risk, and transition planning, while addressing multi-generational wealth preservation. Founded in 2009 as an independently owned, SEC registered investment advisor, the firm was established by Patrick Lafley and John Williams. The firm employs a Navigation Team model, coordinating with clients' bankers, attorneys, and CPAs to align financial strategies. Its team includes partners, chief investment officers, and certified financial planners such as David Snopkowski, John Williams, Kelly Bonnell, and Adam D. Morton. The firm offers a Private Capital platform providing access to private equity, venture capital, real assets, and private credit, utilizing a goals-based investment framework focused on after-tax returns. Constellation Wealth Advisors holds a 5.00 rating based on customer reviews. The firm’s approach emphasizes purposeful, evidence-based planning and total balance sheet advisory to manage complexity and support long-term goals. The firm provides sophisticated wealth management and tailored financial solutions for clients in Cincinnati, OH.

The firm is situated on Sycamore Street, just a short distance from the Taft Theatre and the John Weld Peck Federal Building.

BizScoreAI awarded the business a Content Quality score of 100 out of 100, meaning the website clearly describes its services and answers customer questions in a way AI assistants can quote directly. The business also received a Technical score of 89 out of 100.

Services:

• Business Owner Wealth Solutions
• Executive Wealth Services
• Investment Philosophy
• Legacy Wealth Planning
• Private Capital Management