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Total Wealth Planning Welcomes a New Intern for Summer 2017

At Total Wealth Planning, we believe in giving back to our community in a variety of ways. We offer our employees matching contributions and time off to support the charities they choose to support. We also have created a win-win internship program to help local college students get a preview of what it’s like to work in a boutique wealth planning firm. In return, we get a steady flow of fresh and innovative thinking to help our business continue seeking out new ways to create value and deliver an “extra-mile” client experience.

Interns at Total Wealth Planning help us complete special projects, research new technologies, participate in educational events, and also help with some day to day operations. In return, we provide competitive compensation to all interns on top of meaningful work experience.  Since we continue to thrive as a Cincinnati wealth planning firm, we often look to interns who demonstrate the ambition, passion and intelligence to fill upcoming positions upon graduation.

With that said, we are excited to welcome Alex Siegmann to our team as a Summer Intern. Alex

will be assisting us with special projects as he learns more about a career in the financial planning industry. We hope you have an opportunity to interact with Alex during your office visit, or at a client event. Alex is a Sophomore at the University of Cincinnati studying business and finance. He has volunteered for the Butler County Board and their special Olympics program. He is also active in a variety of other West Chester based volunteering work.

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