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FINANCIAL STRATEGIES THAT ADAPT TO YOUR EVOLVING LIFE

The right financial guidance can do more than help you achieve the goals you
have today. It can open up a world of possibilities and guide you toward your
most fulfilling future.

Schedule a consultation


OUR SERVICES

Whether you run a business, have a family, or just need wealth management
guidance for yourself, we can provide financial strategies that can adapt to
your changing needs and the evolving life you live.


FINANCIAL
PLANNING1


WEALTH
MANAGEMENT


ESTATE PLANNING
STRATEGIES


RISK
MANAGEMENT


WHY WORK WITH A FINANCIAL PROFESSIONAL

We understand that financial guidance is about more than just money. It’s about
appreciating who you are and what you want in life. Then working with you to
design a comprehensive, personalized financial strategy that fits your goals
today and your vision of tomorrow. It’s about helping you build a fulfilling
future, your way.


WE ARE HERE FOR YOU

 * To understand your situation – The most important work we do is getting to
   know who you are.
 * To respect your assets – We listen, learn, and build on your existing assets
   – respecting the choices you’ve already made.


WE WORK ALONGSIDE YOU

 * To educate you on your options – When you have questions, we’ll be ready with
   answers and the options to help you achieve your goals and objectives.
 * To provide clear recommendations and financial strategies – With insight and
   clarity, we guide you as you make some of your own life’s most important
   decisions.


WE EVOLVE WITH YOU

 * To track your progress – We help you understand financial performance and,
   more specifically, progress toward the goals you’ve communicated to us.
 * To stay in touch – With products and services designed for you at every stage
   of life, we help you secure your well-being, so you can live the life that’s
   most meaningful to you.


CHOOSING THE RIGHT FINANCIAL PROFESSIONAL FOR YOUR WEALTH MANAGEMENT NEEDS

We understand how difficult it can be to plan for the future. That’s why you and
your family will never feel like you are walking this path alone. Instead, we
want to work with you, in a true collaboration, so your vision is combined with
our experience in helping people systematically reach their goals.


THE RIGHT FINANCIAL STRATEGY CAN MAKE ALL THE DIFFERENCE

We are a full-service wealth management firm committed to helping people pursue
their financial goals. [We/I] offer a wide range of financial products and
services to individuals and business owners and are dedicated to helping you
identify your goals and make sound decisions to help you successfully reach
them.

Meet our team


READY TO CONTACT US?

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1Fee-based, and non-fee based financial planning is offered by financial
professionals who are investment advisor representatives of Equitable Advisors,
LLC, a SEC-registered investment advisor.

CONTACT

Office: (937) 297-0030

Office: (937) 286-8174

Fax: (973) 297-0212

7887 Washington Vlg Drive

Suite 260

Centerville, OH 45459

james.stuart@equitable.com



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Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.



Duly registered and licensed financial professionals offer securities through
Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable
Financial Advisors in MI & TN), offer investment advisory products and services
through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer
annuity and insurance products through Equitable Network, LLC (Equitable Network
Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of
Utah, LLC in UT; Equitable Network of Puerto Rico, Inc.). Equal Opportunity
Employer – M/F/D/V. Equitable Advisors and its associates and affiliates do not
provide tax, accounting, or legal advice or services. Financial Professionals
may solicit and transact business and/or respond to inquiries only in state(s)
in which they are properly registered and/or licensed. The information in this
website is not investment or securities advice and does not constitute an offer.
For more information about Equitable Advisors, LLC you may visit
https://equitable.com/crs to review the firm’s Relationship Summary for Retail
Investors and General Conflicts of Interest Disclosure.



Click here for other important information & disclosures.



Washington Park Financial Group is not a registered investment advisor and is
not owned or operated by Equitable Advisors or Equitable Network.