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Phillip Westhoff

Incline Wealth

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About Phillip Westhoff

Phillip Westhoff is an Investment Advisor Representative with Incline Wealth, and has been in the financial industry since 2008. Phillip is registered in Ohio and provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Phillip was previously registered with Fidelity Brokerage Services LLC from 2009 to 2017.

Firm Information

Phillip Westhoff is currently registered with Incline Wealth. Incline Wealth is an investment advisor with approximately $62.3 million in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Incline Wealth also offers educational seminars and services for charitable organizations.

$62.30M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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charitable organizations

Charitable organizations

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Phillip Westhoff’s Registration & Firm History

OH

06/22/2021 - Present

Incline Wealth (Cincinnati OH)

KY

03/27/2009 - 05/03/2017

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 11/17/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/26/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Phillip Westhoff.
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