At Temple Wealth Management, LLC we believe no two investors are alike. In order to help each client meet their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. Our investment strategies are designed based on your investment goals.
Temple Wealth Management, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.
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These three industry leaders now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. Montagne has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition, Schmidt, Binger and Montagne are regular contributors to CNBC, Fox Business, Forbes, The Wall Street Journal and have many other national publications.
Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Temple Wealth Management, LLC. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered through Temple Wealth Management, LLC, a registered investment advisor in the state of Ohio. Insurance services are offered through Temple Financial Solutions, an affiliated company. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other then the State of Ohio or where otherwise legally permitted. Neither Temple Wealth Management, LLC, nor Temple Financial Solutions are affiliated with or endorsed by the Social Security Administration or any government agency.
Temple Wealth Management, LLC
21 Robin Hood Lane Troy, Ohio 45373 (937) 667-2000
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