CINCINNATI (PRWEB) JANUARY 30, 2021
Juncture Wealth Strategies, a national financial planning and investment advisory firm, is proud to announce today that Hannah Chapman of X² Wealth Planning will be affiliating as a Senior Wealth Advisor to serve individuals, families, professionals, and business owners in the Tri-State area.
Hannah joins Juncture Wealth Strategies from Ameriprise where she served as a Financial Advisor to high-net-worth families and business owners. Her extensive experience in financial planning will help serve clients in the communities of Cincinnati, Dayton, Northern Kentucky, and select other locations.
Additionally, Hannah’s background and experience include:
- 15 years of experience in the Financial Services industry
- Passion about her clients’ financial success and the collaborative relationships she develops with each one of them
- Particular expertise in and passion for serving women in executive positions and women business owners
“I am thrilled to be part of such an experienced and multi-faceted team that works together to help clients reach their goals,” says Hannah. “I’m also excited to bring my highly customized planning and investment philosophy and fiduciary standard to clients here in the Greater Cincinnati metropolitan area!”
“I am beyond excited to have Hannah join the Juncture team! Hannah’s passion, ethos, and commitment to a ‘client-first’ advisory experience makes her a natural fit to affiliate with Juncture,” says Barry Rhonemus, Founder and Managing Partner of Juncture Wealth Strategies. “Hannah’s dedication to holding the APMA® and CRPC® designations exemplifies her desire to address the complex issues that face clients in today’s environment. As Juncture expands nationally, we are honored that Hannah and her firm will be leading those efforts in the Greater Cincinnati area!”
About Juncture Wealth Strategies: Juncture Wealth Strategies has been surrounding clients with experienced advisors focused on providing a customized experience. Over the years, we’ve expanded our services to offer support to advisors looking to grow their practice — and cater to the growing needs of high- and ultra-high-net-worth clients. Juncture is a boutique investment firm with institutional resources, offering intelligent investment management and wealth advocacy services.
Hannah Chapman is an Investment Advisor Representative of Juncture Wealth Strategies. Investment Advice offered through JUNCTURE WEALTH STRATEGIES, LLC a Registered Investment Advisor.
Juncture Wealth Strategies, LLC
If you would like more information about this topic, please contact Barry Rhonemus at 480-253-4100 or Hannah Chapman at 513.783.2088 or through email at email@example.com or firstname.lastname@example.org.