CLEVELAND, May 16, 2024
/PRNewswire/ -- In a move that marks a significant milestone for
Lineweaver Wealth Advisors, the company has announced Scott Roulston as its newest strategic advisor.
Roulston brings with him a wealth of experience and insight
accumulated over three decades in the Financial Industry.
"We are excited to have Scott join Lineweaver Wealth Advisors as
a strategic advisor," said Jim
Lineweaver, CFP®, AIF®, Founder and CEO of Lineweaver Wealth
Advisors. "Scott's deep experience and network will have a
meaningful contribution to our growth strategy."
Formerly, Scott was CEO of Roulston & Company, Inc., a
registered investment adviser and broker-dealer, which later became
Fairport Wealth. He successfully sold the firm in 2007, and later
held management positions at MAI Capital Management (MAI) in
Cleveland, and Segall Bryant & Hamill in Chicago. He has also served on the boards of
three public companies, several private companies, and founded the
Cleveland Chapter of the Private Directors Association, where he is
Co-President. Roulston is also an Advisory Partner at the Pritzker
Organization in Chicago, as well
as an Advisory Board member of Wellspring Financial Advisors.
"I've had the pleasure of watching Jim
Lineweaver grow Lineweaver Wealth Advisors since we met 20
years ago," Roulston shared. "I'm looking forward to working
closely with Jim and his team as they continue to provide
intelligent and independent financial advice to clients."
About Lineweaver Financial Group
Founded in 1993 and headquartered in Valley View, Ohio, Lineweaver Financial Group,
Lineweaver Wealth Advisors, and LFG Tax Services, combine to form
the Lineweaver Family of Companies. They specialize in providing
comprehensive financial planning for High Net Worth private and
corporate clients. The company philosophy is that everyone needs an
experienced Financial Quarterback, who can help coordinate all of a
client's financial, tax, legal, and insurance needs, and help them
achieve comprehensive and holistic financial planning. They
have six locations across Northeast
Ohio, as well as clients in approximately 17 states. With
more than $775 million in assets
under management, they have been ranked by Crain's Cleveland in the top 15 largest Registered
Investment Advisors in 2023.
Media Contact: Geoff Powers
216.520.1711
Geoff@Lineweaver.net
Disclosures:
Lineweaver Wealth Advisors, LLC, a registered investment
adviser, only transacts business in states where it properly
satisfies applicable registration / filing requirements.
Registration as an investment advisor does not constitute an
endorsement of the firm by securities regulators nor does it
indicate that the advisor has attained a particular level of skill
or ability. Third-party awards or rankings are no guarantee of
future investment success. Working with a highly-rated adviser does
not ensure that a client or prospective client will experience a
higher level of performance. These awards should not be construed
as an endorsement of the adviser by any client nor are they
representative of any one client's evaluation. Generally, awards
are based on information prepared and submitted by the adviser. A
more thorough disclosure of the criteria used as a basis for this
award is available by contacting our office. Lineweaver Financial
Group and Lineweaver Wealth Advisors, 9035 Sweet Valle Drive,
Valley View, OH 44125. Phone:
216.520.1711 | Web: Lineweaver.net. Securities offered through
Triad Advisors, LLC, member FINRA/SIPC. Advisory services
offered through Lineweaver Wealth Advisors, LLC. Lineweaver Wealth
Advisors, LLC, is not affiliated with Triad Advisors,
LLC.
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SOURCE Lineweaver Financial Group