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7650 Rivers Edge Dr. STE 260
Columbus, OH 43235

Phone:

6144360231

E-mail:

Powering your dreams

Private placements in alternate asset class for entrepreneurs and fund managers.

Where dreams get wings!

We provide M&A and Capital Market Advisory for entrepreneurial and middle-market companies.

Building, managing and preserving your wealth

The path to reaching your goals begins with an Investment Advisor.

Experience the power of Us

Sponsorship along with broker-dealer affiliation to experienced M&A Intermediaries, Investment Bankers.

Your trusted choice

Listening is just the beginning. We collaborate with partners and provide a holistic capital market solution.

   

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!

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Investment Banking Innovative Capital Solutions

Our Investment Banking team dedicates to providing financing and corporate advisory solutions to companies in a range of industries in the United States, Europe, and Asia region. Our senior investment banking professional's expertise and culture of innovation allow us to develop a customized solution for client needs.

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Wealth Management Investing is a wise choice

Our Wealth Management services are tailored to meet the ever-changing needs of our clients and their families. Our Wealth Management professionals are committed to understanding the client's needs and helping them to determine both long and short term investment goals and objectives.

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Broker Dealer Services For Independent Reps

We support you regardless of your primary focus. We have reps who are Investment Bankers, Insurance Agents, Certified Public Accountants (CPA), Certified Financial Planner (CFP), Investment Advisor, and Retirement Planners. WCS provides FINRA exam sponsorship along with broker-dealer affiliation.

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Why choose Us?
Effective Planning
Why choose Us?

You're in Good Hands.

Five Points that define WCS to our clients.
  • An intellectual partner is our clients choice, not just a banker.
  • Commitment is what transforms our promise into reality.
  • Integrity is the foundation by which we build successful relationships with our clients.
  • Clarity takes precedence over opaqueness in communication with our clients.
  • Driven by passion is what distinguishes us from our peers.
Bottom Trust

Suggests considering life insurance for stability during uncertain markets.

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Offers tips to couples with opposite financial styles for finding balance.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the future value of your current savings.

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck