Yee Powelson & Krein

At the Tyree Williams Yee Powelson & Krein Group, we have a proud tradition of caring about the clients we serve – in Ohio and 15 other states. As seasoned and sensitive advisors, we also look beyond investments at who clients are as people, their proudest achievements, greatest concerns, and what they’d like to see five and ten years down the road.

Like most of our clients, we’re quite realistic. Many are “nearly and already retired” business owners and corporate executives. We believe they deserve to enjoy the best lifestyles possible and for us to help account for Social Security and Medicare, anticipated health care costs, and other factors.

Why do clients come to us? Often, a previous advisor may not have “heard” what they were saying, couldn’t solve an important issue, or a client felt an advisor was too formal and never really knew them. Frankly, we do our best work for “happy” clients that can appreciate our insights, decades of experience, and most of all, our integrity. We enjoy helping clients in areas that may have little to do with “dollars and cents” – whether it’s helping an elderly client book a flight online, or helping a client’s daughter get cash out of town.

Ours is a holistic, goals-based approach to wealth management – one that helps clients identify and prioritize what’s most important. We not only ask questions of clients, but questions of ourselves: Are we helping clients manage their income and balance sheets, as well as minimize tax consequences? Are we looking at a client’s situation from multiple perspectives? Are we being fully accountable to clients and their families? These questions remind us to work diligently on each client’s behalf, as if he or she were only one.

Above all, we want clients to sleep well at night. And we want to sleep well, too – knowing we’ve done everything possible, to help structure a client’s wealth – so that positive outcomes can result in the short-term and for decades to come.