Who We Serve
Serving Diverse Clientele
We serve diverse clients spanning various locations across the U.S. Our clients are typically high-net worth individuals seeking financial planning and personal investment solutions.
- Individual & Families
- E20–40-year-olds with high incomes and/or wealth
- EBusiness owners/entrepreneurs
- EExecutives and high-level managers/directors
- ERetirees
- Business & Nonprofits
- ERetirement plans
- EEndowments
- ECorporate accounts
Our expertise in charitable planning and sustainable, responsible and impact investing has led us to be a leader in areas like donor advised funds, business or real estate exit planning, and legacy planning to name a few.
A Common Purpose
Uniting our clients is a desire to make prudent financial decisions while aligning their unique values.
Discover how we can help you align your financial goals with your values and create a meaningful impact on your financial journey.
Call Us: 513-898-3850
8044 Montgomery Road Suite 265 Cincinnati, OH 45236
Email Three Corners Capital
Copyright © 2024
Three Corners Capital