3420 Atrium Boulevard, Suite 160, Middletown Ohio 45005
513.822.0653
Connect With A Personal Money Manager Today

Crafting Your Unique Financial Mold

With our custom-made financial strategies, we don’t just stop at the surface level. We delve deep into understanding your unique circumstances, goals, and aspirations. By tailoring our approach specifically to you, we ensure that every aspect of your financial plan is aligned with your individual needs and objectives. This personalized touch not only provides clarity but also instills confidence, empowering you to focus on what truly matters in your life without being weighed down by financial distractions. Our dedication to crafting a customized solution means that you can trust us to navigate the complexities of your finances with expertise and precision, guiding you towards a future of financial security and success.

Personal Financial Solutions

Customized Strategies

Hourly Fee

Income & Service Based

Daily Money Management

Day-to-Day Financial Service

Our Service Impact

Testimonials

As retirement approaches in just a few months, I found myself in need of financial guidance. Fortunately, I crossed paths with Scott, whose expertise has been invaluable in easing my concerns and instilling confidence in my retirement plans. Scott’s no-pressure approach and expert advice have truly put me at ease during this transition. I wholeheartedly recommend Scott to anyone seeking financial advice. His professionalism and support have been instrumental in helping me navigate this important life stage.

Bill Stone

Veterans Affairs Nurse
Scott has been our money manager for the last 4 years, and he consistently exceeds our expectations in handling both our personal and business financial matters. Whenever we approach him with a request, he goes above and beyond to ensure our needs are met promptly and effectively. His exceptional skills in financial management have been invaluable to us, and we eagerly look forward to continuing our partnership with him.

Everett & Tina Hurst

Real-Estate Business Owners
I strongly recommend Scotts services. During the challenging process of building our home, financial setbacks arose due to builder errors. Thanks to Scott’s earlier financial advice, we overcame these setbacks smoothly, moving into our new home without major disruption. Scott’s invaluable support was crucial during this time, and I’m deeply grateful for his assistance in ensuring our financial stability and peace of mind. Thank you, Scott.

Terry Shores

History Teacher & Family Man
What We Do

Our Services

Financial Management Solutions

Estate Management Solutions

Organization Management Solutions

Skilled Financial Professional

Meet The Owner

Scott Wilson

Scott Wilson

Owner & Money Manager
Passionate About Serving Others

Scott Wilson’s journey is a captivating blend of fitness, finance, and family. After a successful career as a basketball player in Europe and Asia, Scott navigated a career shift prompted by injuries, ultimately earning a degree in finance from Wright State University. Prior to entering the corporate world, he excelled as a personal fitness and basketball trainer, starting at the local YMCA in Middletown, Ohio, and expanding his influence to neighboring cities.

In his corporate roles with esteemed institutions like JPMorgan Chase Bank, Northwestern Mutual, and Fifth Third Bank, Scott has made significant contributions to the financial services industry. As a certified Life & Health Insurance Agent and member of the Financial Advisor team at Lifetime Financial Growth (LFG), Scott provides comprehensive financial solutions, specializing in cash flow management through Wilson Financial, and addressing protection needs and growth options at LFG.

Scott’s commitment to continuous learning and community engagement is evident through his involvement with the American Association of Daily Money Managers (AADMM) and his role as a Board Member with Junior Achievement (JA), where he educates youth on vital life skills, including financial literacy.

However, Scott’s greatest pride stems from his family. Married to his high school sweetheart, Natasha, for over two decades, they share a partnership filled with love and support, raising two daughters, Marianna and Saniyah, with unwavering dedication. Scott’s journey epitomizes values of resilience, dedication, and personal and professional growth, anchored by his profound commitment to family.

Lets Find
Your Path.

Lets organize your finances, so you can focus on your life.

Locations

3420 Atrium Boulevard, Suite 160
Middletown Ohio 45005

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