Addressing your needs with a
wealth of experience

At Wells Trecaso Financial Group, our team has more than 100 years of combined experience in the financial services industry. We are knowledgeable in the essential financial disciplines of tax, investment, retirement and estate planning.

Doug, Ralph & Chris have experience with a wide range of market conditions and economic environments – to guide them in making prudent decisions for managing and preserving your wealth.

Once you know us for any length of time, you’ll find that we are passionate about what we do and why we do it. We are fully engaged with and committed to our clients, their families and the community we all share.

We truly believe that the client relationship is the business – and that developing a high level of trust between you and our team is essential in developing a lasting, loyal and successful working relationship.

At Wells Trecaso Financial Group, you can expect to experience a boutique style of attentive personal service, and a family office style of comprehensive financial planning.