mission

Vision Statement

To be a leading money management firm that gives real value and superior service to our clients. We want to always operate within the highest standard of honesty, integrity, commitment and kindness. We want to be the firm that clients proudly recommend to friends and family.
      -By Terry A. Eisert, CERTIFIED PORTFOLIO MANAGERTM

 

 

vision

Value Statement

•  To go all out to make our clients successful.
•  To build a positive team and family spirit.
•  To be humble.
•  To deliver more than expected.
•  To pursue growth and learning.
•  To make a positive difference in our community.
      -By Terry A. Eisert, CERTIFIED PORTFOLIO MANAGERTM

 

 

value

Mission Statement

To work hard every day helping our clients to achieve their highest financial aspirations. 
      -By Terry A. Eisert, CERTIFIED PORTFOLIO MANAGERTM

 

 

 

 

Click Here to arrange a complimentary meeting or call 513-871-0600


2010 Madison Road
Cincinnati, OH 45208
513-871-0600
terry@eisertwealthmanagement.com