Kick Off Summer With Us!
Join Wealth Sync Partners for a special event designed to bring families together to enjoy good company and thoughtful conversation around legacy, planning, and aligning your wealth with what matters most.
Wealth Sync Summit:
Picnic & Planning
Date & Time
Thursday May 29, 2025
5:30-7:30 PM
Location
8170 Corporate Park Drive, Suite 300
Cincinnati, OH 45242
Whether you’re a long-time client or just starting to explore your financial future, this is an opportunity to connect across generations. We’ll have food, drinks, and activities everyone can enjoy—so bring your adult children, grandkids, friends, loved ones, and your questions about building a financial future that reflects your values.
Live entertainment, Cash Cube, Craft station, Balloon toss, Takeaway bags, Pizza, gelato, AND MORE!
Please RSVP by May 20.
RSVP to Join Wealth Sync Partners!
Please fill out our form below to let us know if you’ll be attending our Picnic & Planning Summit. We welcome you to bring any family members, friends, and neighbors as we enjoy food, drinks, activities and more!
Get our Free Wealth Sync Scorecard!
Building meaningful wealth is difficult, and preparing for a comfortable financial future can be intimidating! At Wealth Sync Partners, our goal is to create a financial future that is full of endless possibilities. That’s why we’ve created this assessment that can help you optimize your personal wealth and find areas of inefficiency that can be enhanced to help you reach your goals. Download the Wealth Sync Scorecard below and start working toward:
- Efficient Direction for Your Future
- Minimization of Your Portfolio Risk
- Optimization of Your Financial Strategy
Synchronize your Financial Future.
We are here to help you succeed. Schedule your Complimentary Portfolio Review and align your Personal Goals with your Financial Plan.
8170 Corporate Park Drive, Suite 300
