Young Wealth Management
Young Wealth Management specializes in retirement planning for the greater Columbus area. We are a comprehensive wealth and retirement planning firm dedicated to guiding you to and through your retirement years. We make it a mission to protect your past, lead you through the present, and put a solid plan in place so that you are prepared for your future. We understand that each client has a unique situation along with different aspirations and goals; that is why we pride ourselves in being able to provide independent advice and tailored plans to fit your needs. We also believe in educating our clients to ensure they understand how a strategy works before implementing anything on their behalf. 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.
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Verified contacts
11
available on Kipplo
LinkedIn employees
13
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
114
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Decision-makers and verified team members
11 contacts with verified email or phone · masked until revealed.
- DN
Danielle Noday
Director of Client Services · Customer/Client Service
EmailPhone - JC
Jonathan Cosner
Director of Operations · Operations
EmailPhone - KW
Kimberly Wells
Owner, Certified Financial Plannertm · Finance & Accounting
EmailPhone - BH
Benjamin Heilshorn
New Business Liaison · Sales & Business Development
EmailPhone - BW
Brent Wells
Financial Advisor · Finance & Accounting
EmailPhone - HJ
Hannah Johns
Marketing Specialist · Advertising & Marketing
EmailPhone - NJ
Noel Justice
Client Service Associate · Customer/Client Service
EmailPhone
Showing 7 of 11 verified contacts
Top roles at Young Wealth Management
10 distinct titles indexed · top 10 shown.
- 1certified financial planner
- 1client service associate
- 1client services associate
- 1director of client services
- 1director of operations
- 1financial admininstrative assistant
- 1financial advisor
- 1marketing specialist
- 1new business liaison
- 1owner, certified financial plannertm
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