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Why Resolute?


A trusted advisor.

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At Resolute, we help individuals and families make smarter financial decisions through comprehensive, forward-thinking wealth management. Founded in 2017 and based in Northwest Ohio, we guide clients through life’s key transitions—retirement, business sales, inheritance, and more—by aligning investment strategies, tax strategy, estate planning, and legacy preservation with long-term goals.

What Sets Us Apart

✅ Team-Based Approach for Long-Term Support

We operate as a team—not a one-advisor model—so you receive consistent, reliable service that supports your goals well beyond any one advisor’s tenure. Our approach is built around ongoing care for both everyday needs and multi-generational planning.

✅ Integrated, Full-Service Planning

From year-round tax guidance and charitable giving strategies to alternative investment opportunities and estate planning, your plan is aligned with your long-term vision and included as part of our ongoing relationship—not treated as optional add-ons.

✅ Technology That Fits Your Needs

You get secure, on-demand access to your financial information, planning output, and updates. Whether you prefer high-level snapshots or detailed information and insights, we tailor your experience to fit your needs.

✅ Strong
Partnerships

We work closely with a trusted network of local CPAs, estate attorneys, and insurance professionals to create a coordinated advisory circle—to help you make intentional, coordinated financial decisions that are built around your family’s future.

Our Mission

At Resolute, relationships come first. We believe wealth planning should empower individuals and families to make decisions with confidence, not confusion or pressure.

Why “Resolute”?

Our name reflects our steadfast approach—purposeful, determined, unwavering. We don’t follow trends or rely on flashy tactics. Our recommendations are grounded in your goals and long-term plan—not emotion or market noise. We help families create plans—with intention and continuity across generations.

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