Search
Close this search box.

Who We Are

Our Virtual Family Office Model

The wealthRx Advisor Network is a Cincinnati, Ohio based Registered Investment Advisory (RIA) Firm with a single focus: To provide sound investment advice and exceptional service to our clients. Our Virtual Family Office delivers unique, exceptional value to our clients, differentiating us from our competitors. Our advisors align with like-minded boutique firms worldwide, firms and professionals with “an alphabet soup of credentials” —including leading CPA’s, Estate Planning Attorneys, trust officers, etc. These partnerships yield our clients the multidisciplinary resources and opportunities they seek as they embrace the responsibilities that come with extraordinary wealth.

Clients have access to a team of professionals and subject matter experts, like CPA Roy Mitchell and Estate Attorney William Russo (pictured below). Along with your advisor at The wealthRx Advisor Network, this super trio brings more than 100 years of experience to clients.

Provides comprehensive Wealth Management, Financial Planning, Investment Consulting, and Portfolio Management Services to Physicians, Business Owners, individuals and other professionals who are seeking sound financial advice from a trusted advisor.