Broker Check

4555 Lake Forest Drive Suite 650
Cincinnati, Ohio 45242

(513) 794-1899 

info@viceroywealth.com

Products & Services

We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
  • Preferred Stocks
  • Institutional Money Managers
  • Fixed Income Strategies
  • Exchange Traded Funds (ETF’s)
  • 529 College Savings Plans 
  • Institutional Cash Management Strategies

Financial Planning

  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • 401k Distribution Analysis
  • Second Opinion Portfolio Review
  • Corporate Stock Option Analysis
  • Charitable Gift Planning
  • Life and Health Insurance Policy Review

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Health Insurance
  • Key Man Insurance
  • Estate Planning Insurance Policies