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Disbennett Wealth Management Group Honored with 2024 Best in Ohio Business Award

Disbennett Wealth Management Group, a prominent firm specializing in retirement planning and comprehensive wealth management, proudly announces its recognition as the 2024 Best in Ohio Business Financial Planning Firm by Ohio Business Magazine. This esteemed accolade underscores the firm’s unwavering dedication to providing exemplary financial guidance tailored to the unique needs of individuals and families.

Chad Disbennett, the Founder and CEO of the firm, expressed his gratitude upon receiving this honor. “We are incredibly honored to receive this award,” he remarked. “This recognition reflects our dedication to helping clients navigate the complexities of retirement planning, tax strategies, and estate preservation. We remain committed to delivering exceptional service and results.”

With over 75 million Baby Boomers approaching retirement, the financial landscape has become increasingly intricate. According to a 2023 report by the Spectrum Group, 11.5 million households in the U.S. possess $500,000 or more in investable assets, leading many to confront crucial retirement decisions. This demographic is often preoccupied with ensuring a steady income while safeguarding their wealth against market fluctuations, surging healthcare expenses, and evolving tax regulations.

A separate study by Schwab conducted in 2023 revealed that 52% of retirees holding similar asset levels are anxious about maintaining their lifestyle post-retirement, while 33% fear depleting their savings. Compounding these concerns is the need for tax-efficient methods of wealth transfer as tax laws continue to change.

To address the pressing issues faced by affluent individuals, Disbennett has developed the proprietary Wealth With Clarity Process—a unique approach focused on crafting personalized retirement income strategies, managing risks, and optimizing investment portfolios for enduring success.

Disbennett Wealth Management Group offers a wide array of tools and resources through the Wealth With Clarity Process. These resources empower clients to make informed financial decisions to protect, preserve, and grow their wealth. Interested parties can discover more about the firm's services by visiting WealthWithClarity.com for further insights and access to exclusive resources.

About Disbennett Wealth Management Group

Founded by industry veteran Chad Disbennett, the firm specializes in retirement income planning, innovative tax solutions, and tailored portfolio design for successful clients. The group is committed to achieving financial clarity and peace of mind through personalized, long-term strategies crafted to meet each client’s specific objectives.

Sources:
1. U.S. Census Bureau - "The Graying of America: More Older Adults Than Kids by 2035"
2. Insured Retirement Institute - "Boomer Expectations for Retirement 2023"
3. Transamerica Center for Retirement Studies - "Retirement Security Amid Market Volatility"

The Ohio Business Magazine’s selection of the 2024 Best of the Best Financial Planning Firm derives from reader polls conducted up until October 4, 2024. Notably, this award is not contingent on investment performance.

For securities transactions, services are offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services provided through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Note that Cambridge and Disbennett Wealth Management Group are separate entities.