Complete Wealth Strategies is an independent financial planning and wealth management practice based in Cincinnati, Ohio. Its mission is to help clients take control of their financial lives and reduce the fear and anxiety that can accompany planning for the future. The practice serves entrepreneurs, professionals, educators, retirees, and families, offering guidance tailored to each client’s circumstances and goals.

Services include retirement planning, investment and estate planning, tax strategies, insurance and income protection, family wealth management, and employer pension and benefit plans. The firm also supports business owners with planning for the financial challenges of entrepreneurship and business transitions. Its process begins with an active listening session to understand the many parts of a client’s life that may affect their finances, followed by recommendations intended to address those needs.

Founded by independent wealth manager Carl E. McClurg Jr., the practice draws on his more than 40 years of business experience. Complete Wealth Strategies provides educational resources, including retirement and Social Security materials, to help clients make informed decisions.