top of page

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!

get consultation now

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.

Learn More

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.

Learn More

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.

Learn More

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.
Why choose Us?
Effective Planning
Why choose Us?
Bottom Trust

Explains that landlord policies don't cover tenants' personal property.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Considering some important issues now could provide more options in the event of early retirement.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Guides readers through estimating a realistic retirement savings target.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

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

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much life insurance would you need to produce a sufficient income stream for your family?

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