Wealth Management Advisor, Director of Wealth Management
Saul is a financial advisor with The Wealth Center at Meaden & Moore. As the Director of the Wealth Center team, Saul provides estate, investment, insurance, retirement and business succession planning services for business owners, executives, professionals, non-profit organizations and retirees. He brings to the organization 25 years of experience in the financial services industry and expertise in portfolio management. Saul has more than $350 million in assets under management (as of 3/1/2022).
Sharing the firm’s core values of integrity and professionalism, Saul demonstrates his commitment to these principles through the personalized service he delivers to his clients. Saul initiates The Wealth Center’s comprehensive financial analysis process with a thorough evaluation of a client’s objectives.
Equipped with this insight, he then assembles the right team to provide customized solutions to achieve the individual’s goals. Acting as member of the client’s advisory team entails working with outside organizations and advisors to ensure that appropriate legal instruments and tax planning services are delivered in concert with the client’s financial strategies.
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The University of Akron, BS in Accounting
Investment Advisor Representative
FINRA Exams:
Licensure:
* The Diamond Eagle award is given to firms based on the criterion of the firm's production volume across all product lines.
Estate Planning Council of Cleveland
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Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions (IMS) Platform fee-based asset management accounts offered through Avantax Advisory ServicesSM. All other financial planning services are offered through The Wealth Center at Meaden & Moore. The Wealth Center at Meaden & Moore is not affiliated with Avantax Investment ServicesSM. Insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting, or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.