Team profile


Your investment strategies

Are you looking for a solid, yet strategic investment strategy that can help to build and protect wealth? With our experience providing ongoing financial advice and asset management strategies, we can help you formulate an approach to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Small Business
  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Awards & recognition

  • Eric Tolbert, Five Star Wealth Manager, 2014-2021
  • Eric Tolbert, Better Business Bureau Accredited, 2021

Community participation

Eric Tolbert, The Warehouse District, Member, Board of Director

Eric Tolbert, Greater Cleveland Partnership, Commission of Economic Inclusion, Member, Board of Advisors

Eric Tolbert, Cleveland-Akron Financial Services Professionals, Member, Board of Director

Eric Tolbert, The Downtown Cleveland Improvement Corporation (DCIC), a governing board that support the Downtown Cleveland Alliance(DCA), Treasurer, Board of Directors