Our clients are business executives, growth stage business owners, exiting stage business owners, high net worth individuals, along with qualified and nonqualified corporate plans. We utilize our expertise in wealth management and advanced tax planning to create tax efficient and cost-effective designs.
Corporate
- Airgas
- Ernst and Young (EY)
-
Diebold
-
FedEx
-
FirstEnergy
-
Gojo Industries
-
Goodyear Tire & Rubber
-
J.M. Smucker
-
Jones Day
-
Rockwell Automation
-
Sherwin Williams
-
Signet
-
Proctor and Gamble
-
Giant Eagle
-
MTD
-
Schwebel’s
- Sea World
- Time Warner
- T-Mobile
Healthcare & Education
- Akron Children’s Hospital
- Akron General
- Cleveland Clinic
- University Hospital
- University of Louisville
- Ashland University
- OPERS Members
- SERS Members
- STRS Members