Tailored Wealth Management
Individual plans for your individual financial future
Let us show you why now is the time to plan for your future
Tax Planning and Preparation
Your taxes are part of the bigger picture in our portfolio management
Take care of your retirement and your family at the same time
Long term financial security and stability begins with a well-crafted and executed plan. Court Place will help you create that plan, monitor the plan, and adjust the plan for new roads that life takes you on.
Court Place offers holistic and comprehensive strategies utilizing a range of financial services. From growing your wealth, to enjoying your golden years, to planning for your family’s future, Court Place will be along for the journey beside you as your trusted advisor.
We create strategies that are tailored to your goals.
We're prepared to guide you through life's transitions.
We operate our business with ethics and integrity.
"An investment in knowledge pays the best interest."
- Benjamin Franklin
Court Place Advisors, LLC was formed in the 1990's by John Santry and Robert Wieder. The goal was, and still is today, to combine the services of professional asset management with professional tax and estate planning advice. Court Place Advisors is one of the few firms with the knowledge, experience and resources to deliver this comprehensive approach.
Cash Flow PlanningReplacing your earnings during your retirement years can be a daunting task. Court Place will develop a liquidity and distribution plan for you throughout your retirement.
Tax ServicesCourt Place collectively brings more than 100 years of tax planning, preparation, and strategies to the table. Let us help you maximize every opportunity available to you.
IRA RolloversYou’ve spent most of your entire adult life building a nest egg. Now what? We will strategize with you on next steps now that you’ve turned the page on working for your employer.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.