Experience

Young Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Owner, CERTIFIED FINANCIAL PLANNER™

  • Aug 2013 - Present

  Young Wealth Management is a comprehensive financial planning firm serving the greater Columbus area. We are dedicated to providing unique, individualized advice to help clients protect their past, maximize their present, and prepare for their future. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered… Show more Young Wealth Management is a comprehensive financial planning firm serving the greater Columbus area. We are dedicated to providing unique, individualized advice to help clients protect their past, maximize their present, and prepare for their future. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Show less Young Wealth Management is a comprehensive financial planning firm serving the greater Columbus area. We are dedicated to providing unique, individualized advice to help clients protect their past, maximize their present, and prepare for their future. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered… Show more Young Wealth Management is a comprehensive financial planning firm serving the greater Columbus area. We are dedicated to providing unique, individualized advice to help clients protect their past, maximize their present, and prepare for their future. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Young Wealth Management are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Show less



McIntire Retirement Services

• Perrysburg, Ohio

• CERTIFIED FINANCIAL PLANNER™

  • Jun 2009 - Jul 2013

  Kimberly Wells (Young) kicked off her carer at McIntire Retirement Services in Perrysburg, Ohio where she still serves her client base who reside in that area. Young Wealth Management and McIntire Retirement Services continue to have a cohesive relationship so that they are able to serve their clients in the best way possible. Kimberly Wells (Young) kicked off her carer at McIntire Retirement Services in Perrysburg, Ohio where she still serves her client base who reside in that area. Young Wealth Management and McIntire Retirement Services continue to have a cohesive relationship so that they are able to serve their clients in the best way possible.