top of page

7650 Rivers Edge Dr. STE 260
Columbus, OH 43235

Phone:

6144360231

E-mail:

Powering your dreams

Private placements in alternate asset class for entrepreneurs and fund managers.

Where dreams get wings!

We provide M&A and Capital Market Advisory for entrepreneurial and middle-market companies.

Building, managing and preserving your wealth

The path to reaching your goals begins with an Investment Advisor.

Experience the power of Us

Sponsorship along with broker-dealer affiliation to experienced M&A Intermediaries, Investment Bankers.

Your trusted choice

Listening is just the beginning. We collaborate with partners and provide a holistic capital market solution.

   

OUR ADVICE IS DEDICATED TO THE PROSPERITY OF OUR CLIENTS!

get consultation now

Investment Banking Innovative Capital Solutions

Our Investment Banking team dedicates to providing financing and corporate advisory solutions to companies in a range of industries in the United States, Europe, and Asia region. Our senior investment banking professional's expertise and culture of innovation allow us to develop a customized solution for client needs.

Learn More

Wealth Management Investing is a wise choice

Our Wealth Management services are tailored to meet the ever-changing needs of our clients and their families. Our Wealth Management professionals are committed to understanding the client's needs and helping them to determine both long and short term investment goals and objectives.

Learn More

Broker Dealer Services For Independent Reps

We support you regardless of your primary focus. We have reps who are Investment Bankers, Insurance Agents, Certified Public Accountants (CPA), Certified Financial Planner (CFP), Investment Advisor, and Retirement Planners. WCS provides FINRA exam sponsorship along with broker-dealer affiliation.

Learn More

Why choose Us?
Effective Planning
Why choose Us?

You're in Good Hands.

Five Points that define WCS to our clients.
  • An intellectual partner is our clients choice, not just a banker.
  • Commitment is what transforms our promise into reality.
  • Integrity is the foundation by which we build successful relationships with our clients.
  • Clarity takes precedence over opaqueness in communication with our clients.
  • Driven by passion is what distinguishes us from our peers.
Bottom Trust

Encourages proactive dialogue to ensure financial well-being of aging parents.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Shows how transfer-on-death designations help avoid probate costs.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

How much do you need to save each year to meet your long-term financial goals?

How much would your monthly lease payment be?

bottom of page