Wealth Management in Columbus, OH
Columbus, Ohio is one of the fastest-growing cities in the Midwest, fueled by innovation, higher education, and healthcare. With a strong economy and diverse population, Columbus residents face a wide range of financial planning needs — from young professionals starting careers to retirees looking to secure their legacies.
Golden Legacy Wealth Management provides wealth management services tailored to the unique goals of Columbus families, professionals, and retirees.
Services Offered in Columbus:
Retirement Income Planning
Retirement Income Planning
Retirement Income Planning
Columbus, Ohio is one of the fastest-growing cities in the Midwest, fueled by innovation, higher education, and healthcare. With a strong economy and diverse population, Columbus residents face a wide range of financial planning needs — from young professionals starting careers to retirees looking to secure their legacies.
Golden Legacy Wealth Management provides wealth management services tailored to the unique goals of Columbus families, professionals, and retirees.
Investment Management
Retirement Income Planning
Retirement Income Planning
From Ohio State University professionals to local business owners, Columbus is home to individuals who want their money to work smarter. Our investment management approach balances risk with opportunity, creating diversified portfolios that adapt to your goals and market conditions.
Estate & Legacy Planning
Estate & Legacy Planning
Estate & Legacy Planning
For many families in Columbus, wealth is about more than assets — it’s about ensuring the next generation is cared for. We provide estate planning solutions that minimize complications, reduce taxes, and make transferring wealth as seamless as possible.
Tax Strategies
Estate & Legacy Planning
Estate & Legacy Planning
Ohio residents face both federal and state tax complexities. We incorporate tax efficiency into every aspect of planning, from retirement withdrawals to charitable giving, helping you keep more of your hard-earned money.
Why Columbus Families Choose Golden Legacy:
We understand that Columbus is a city of progress, where families value both security and opportunity. Our fiduciary approach ensures your plan reflects your best interests — not a cookie-cutter formula.
Secure your financial future in Columbus, OH with Golden Legacy Wealth Management
Copyright © 2023 Kimberly Jamieson, Financial Planner - All Rights Reserved.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 28411 Northwestern Hwy., Ste 1300, Southfield, MI 48034. (248) 663-4700. This communication is strictly intended for individuals residing in the states of AR, AZ, CA, IL, MI, NC, NV, OH, TN, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
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