It’s your move.
Plan for the future you want today.
Since 2013, Young Wealth Management has been working with friends and neighbors throughout the greater Columbus area to help them work toward their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies.
With Young Wealth Management, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make recommendations that are in your best interest, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Contact us at email@example.com or call us at 614.430.8383 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.
Kimberly J. Wells, CFP® Founder, CEO
Kimberly has nearly 10 years of experience in the insurance and annuity industry and is a Certified Financial Planner™. Her primary focus is retirement planning in the Columbus, Ohio, area.