CORE Wealth Management Group – UBS Financial Services Inc.

CORE Wealth Management Group - UBS Financial Services Inc. is a financial planner in Cincinnati, Ohio. The firm provides comprehensive wealth management services to corporate employees, small business owners, and retirees. Their expertise includes investment management, retirement planning, and strategies for the accumulation, protection, and preservation of wealth. The team is particularly familiar with the specific plans and benefits available to Procter and Gamble employees and retirees.

The advisory team brings over 100 years of combined expertise to their clients and their families. Their structured planning process focuses on understanding individual priorities, goals, and concerns to develop customized investment strategies. Services offered include liquidity management, cash flow planning, asset replacement solutions such as insurance, estate planning, and the implementation of tax and legal structures like trusts and philanthropic vehicles. The group also assists with complex family transitions, such as business transitions, inheritances, and the division of wealth across generations.

CORE Wealth Management Group is recognized for its commitment to providing excellent service and quality financial guidance. The firm is known for its thorough approach to helping clients navigate major life changes and prepare for the future through a multi-talented team of advisors.

As a trusted financial planning partner, CORE Wealth Management Group serves the Cincinnati community by helping individuals and families build lasting financial legacies.