Objective Capital Management is an independent wealth management firm based in Cleveland, OH. As a boutique firm, OCM is selective in taking on new relationships in order to deliver a high level of service. They believe in customizing each client portfolio to align investments and planning with long-term objectives. OCM’s deep experience in the investment management industry has given them the insight to help you protect, grow and pass-on your family’s wealth. Using the financial plan as their base, Objective Capital Management will help you craft an investment strategy, combined with strategic financial planning for the long-term, monitored on an ongoing basis.
Objective Capital Management's objective approach includes:
Tax Strategy and Planning
Legacy and Estate Planning
Insurance Services & Risk Management
Cash Flow Analysis