Business Details
Comprehensive Financial Planning Services in Woodmere, OH
At Transcend Wealth, we believe that your financial journey should be as unique as your aspirations. Founded on the principle of empowering clients through education, we are committed to cutting through the noise and delivering informed, personalized financial strategies. As a fiduciary firm, we operate under a legally binding duty of care and loyalty, ensuring every decision prioritizes your best interests. Our fee-only compensation model guarantees transparency, eliminating conflicts of interest by accepting no commissions or referral fees. As an independent advisory firm, we leverage resources typically reserved for large institutions while maintaining the personalized attention our clients deserve. Our process begins with understanding your unique circumstances, designing tailored strategies, implementing actionable plans, and continuously adjusting to keep you on track.With a focus on financial planning, investment management, and education, we aim to transform complex financial landscapes into clear, achievable goals. Our team brings decades of combined experience in wealth management, ensuring expertise across retirement planning, tax strategies, estate considerations, and more. We serve clients in Ohio and beyond, operating with responsiveness, attentiveness, and a commitment to lifelong learning. Whether you envision a secure retirement, strategic wealth transfer, or business venture, our mission is to help you transcend conventional boundaries.
Services
Financial Planning
Investment Management
Financial Education
Retirement Planning
Tax Strategies
Estate Planning
Stock Option Management
Highlights and features
- We are legally bound as fiduciaries to act in your best interest at all times.
- Our fee-only compensation model ensures transparent, conflict-free financial advice.
- We customize strategies to adapt with your evolving life circumstances.
- Our team brings decades of wealth management experience and industry expertise.
- We prioritize ongoing financial education to help you make informed decisions.
Associations and certifications
- Registered Investment Advisor (RIA)
Services
Financial Planning
Our financial planning service creates personalized roadmaps to achieve your life goals, from retirement to major purchases. We analyze cash flow, risk management, and long-term objectives to develop comprehensive strategies. By prioritizing your unique needs, we ensure financial decisions align with your vision for the future.
Investment Management
We build and manage diversified investment portfolios tailored to your risk tolerance and financial objectives. Our evidence-based approach emphasizes tax-efficient strategies and ongoing adjustments to market changes. This service aims to maximize growth potential while maintaining alignment with your evolving life circumstances.
Financial Education
Our financial education programs demystify complex topics like tax planning, retirement income strategies, and estate considerations. Through personalized guidance and resources, we equip you with knowledge to make confident decisions. This foundational education empowers clients to understand and engage with their financial plans actively.
People
Dennis Coon
Founder and Principal Advisor
Certified Financial Planner Dennis Coon brings decades of wealth management experience to Transcend Wealth. His client-first philosophy prioritizes long-term financial health through personalized strategies and continuous education. He focuses on retirement planning, tax optimization, and investment management.
Dhawn DiMarino
Client Service Associate
Dhawn DiMarino supports client operations with a focus on delivering exceptional service. Her role involves coordinating financial planning processes and maintaining client communications. She ensures smooth implementation of strategies while upholding the firm's fiduciary standards.
Questions
What services does Transcend Wealth offer?
We provide financial planning, investment management, and educational services tailored to your unique goals.
Are you legally required to act in my best interest?
Yes, we operate as fiduciaries with a legal duty to prioritize your best interests at all times.
How is Transcend Wealth compensated?
We use a transparent fee-only model with no commissions or referral incentives to ensure unbiased advice.
Do you serve clients outside Ohio?
While registered in Ohio, we can work with out-of-state clients who meet our service criteria.
What financial planning areas do you specialize in?
Our expertise includes retirement planning, tax strategies, estate considerations, and stock option management.
