Constellation Wealth Advisor
Firm Overview
We are wealth advisors with a family office approach. We offer all the capabilities, advice and service that’s historically only been provided to families with their own single-family offices. We offer a dedicated experience to a select set of clients–clients with complex financial needs who aren’t being adequately served by traditional advisory institutions.
Services and/or products
Your success creates complex challenges and opportunities that span more than your investment portfolio. Meaningful advice should too. As total balance sheet advisors, our recommendations consider your total net worth, from homes to business ownership to stock options and more. We feel this holistic view means more purposeful, strategic recommendations for your future investing. Experience our different approach to wealth management, wealth mapping, wealth planning, education & oversight, tax planning, cash flow planning, balance sheet reporting, net worth management, private capital portfolio management, and budgeting.
Contact information
Primary contact: Kelly Bonnell
bonnell@constellation-wealth.com
513-871-5500
7737 Highgate Place
Cincinnati, Ohio 45236
constellation-wealth.com