Expect More

You deserve a guided, personalized, and innovative approach to managing your wealth. 
Our solutions are:

Made Just for You

We take the time to understand your unique circumstances and visions for the future. Your values, concerns, and goals are yours and yours alone.

Our registered investment advisors will design a plan that’s unique and literally just for you.

Values-Based

We pride ourselves on being personable as well as knowledgeable. For many years, we’ve been helping clients in the Greater Cincinnati area achieve financial confidence with our second-to-none wealth management services.

As a Kellett Schaffner client, you’ll benefit from our core values, which are rooted in integrity and unwavering dedication to our clients.

Resourceful

Wealth management in Cincinnati often involves P&G. If you’re a current or former P&G employee, we’ve got you covered.

Jared retired from P&G in 2019, navigated his own retirement options, and now manages the financial assets of many current and former P&G employees.

Brian also manages assets for numerous former P&G employees. Together, they can help you make informed decisions about your next steps.