Constellation Wealth Advisors is honored to sponsor the St. Xavier Entrepreneurship Dinner at the Leo H. Gerbus ’53 Center for Entrepreneurship and Innovation. Constellation believes in empowering and supporting students to become future entrepreneurs. We are proud to contribute to an environment where aspiring entrepreneurs can thrive, gain valuable insights, and connect with experienced professionals.
Constellation Wealth Advisors
Investment Management
Cincinnati, OH 781 followers
Navigate Wealth Differently
About us
What We Stand For: Constellation was created to better serve clients by better serving their advisors. We are disrupting the traditional business model and culture of the wealth management industry. We are fiercely committed to striking the optimal balance between professional values and business values by combining: Top-decile, accomplished advisors Diversity of Thought An unwavering commitment to learning and innovation in order to build a solution suite of resources designed to solve for and reduce complexity in the wealth management process A fiduciary-minded, client-centric, servant leadership-based & collaborative culture. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
- Website
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http://www.constellation-wealth.com
External link for Constellation Wealth Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Cincinnati, OH
- Type
- Privately Held
- Founded
- 2009
Locations
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Primary
Get directions
255 East Fifth Street
Suite 3000
Cincinnati, OH 45202, US
Employees at Constellation Wealth Advisors
Updates
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We are looking for a dynamic Client Service Associate to join our team. You'll be the backbone of our client relationships, providing exceptional support and communication. If you're passionate about delivering top-notch service and eager to grow in wealth management, we want to hear from you! Ready to make your mark? Apply now and let's build something great together! #WealthManagement #ClientService #CincinnatiJobs #hiring
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We are so proud of Anna K. Pfaehler, CFP®, AEP for being published by Kitces! Anna is a pivotal member of our team and a thought leader in our industry. Check out the article she wrote below!
Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are "irrevocable" and can't easily be undone; in moving assets to the trust, the original owner gives up their authority over the assets, with the trustee taking over the management and distribution of the assets according to the trust's instructions. In this guest post, Anna K. Pfaehler, CFP®, AEP, a Partner and Wealth Advisor at Constellation Wealth Advisors, discusses how "swap powers" – the ability to exchange assets in an irrevocable trust with other assets of equivalent value – can be used to add flexibility and income tax efficiency to an irrevocable trust. https://bit.ly/46VLZKP #advicers
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As the summer heats up, the stock market is experiencing its own heat wave in the form of rising volatility. Market uncertainty has climbed as investors rotate out of large cap technology stocks and into a broader array of sectors and styles, including small caps. What’s driving this rotation and how can investors maintain perspective on upcoming events? Find out more in the latest edition of The Telescope!
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As the landscape of wealth evolves, the next generation of affluent families faces unique challenges and opportunities in managing and preserving family wealth. Find out how Constellation helps families navigate wealth transfer in our latest article by Kevin Thomas, CFP®!
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The path of interest rates has been highly uncertain over the past few years due to inflation, economic growth, and the Fed. Higher rates have defied the expectations of investors and economists, creating a challenging environment for the bond market, since rising rates push down bond prices. However, with inflation beginning to improve, many finally expect the Fed to begin cutting rates by the end of the year. What perspective do diversified investors need to stay balanced in the months ahead? Read the latest edition of The Telescope!
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On June 6, Constellation’s Director of Public Markets, Skye Barry, CFA, CFP®, presented on Global Market Outlooks and Opportunities at the Ohio RIA Summit in Columbus, Ohio. We are proud to have had one of the industry’s leading experts represent us at this event! To learn more about market outlooks and opportunities, check out our insights at https://lnkd.in/gFjGqqgQ.
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🚀 **Exciting Opportunity Alert! Join Our Dynamic Team at Constellation Wealth Advisors!** 🚀 We are thrilled to announce that we're hiring! If you are passionate about wealth management, driven by innovation, and looking to make a significant impact, we want to hear from you. 🌟 Portfolio Management Associate 📍 Cincinnati, Ohio 🕒 Full-Time **Why Join Us?** 🔹 **Innovative Environment:** Be part of a forward-thinking team that values creativity and collaboration. 🔹 **Career Growth:** We are committed to your professional development and offer opportunities for advancement. 🔹 **Work-Life Balance:** Enjoy a flexible work schedule and a supportive work culture. 🔹 **Inclusive Culture:** We celebrate diversity and are committed to creating an inclusive workplace. Ready to take the next step in your career? Apply now and become part of a company that values your skills and encourages your growth. 👉 **Apply Here:** Feel free to share this post or tag someone who might be interested. We can't wait to meet our next team member! #Hiring #JobOpening #JoinOurTeam #CareerOpportunity #JobSearch #HiringNow
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In times of market uncertainty, investors often seek the safety of cash. This has been true over the past several years as markets have swung due to the pandemic, geopolitical events, Fed rate hikes, inflation, gridlock in Washington, technology trends, and more. At the same time, interest rates on cash are at their highest levels in decades, making it appear that there are attractive “risk-free” returns. What role should cash play in investor portfolios today? Check out the latest edition of The Telescope!