Vaultis Private Wealth is an independent registered investment advisor based in Cincinnati, Ohio, offering investment management and comprehensive financial planning. The firm serves clients through an approach that combines the experience of its CFA-credentialed team with Morningstar data and analytics. Its investment process draws on fundamental, cyclical, and economic analysis to build diversified portfolios tailored to clients’ needs, with attention to risk management and long-term growth.

Vaultis provides tax oversight, tax-efficient investment strategies, retirement distribution planning, and tax planning and preparation in collaboration with a partner CPA. Its estate planning service includes reviewing existing documents and offering strategic recommendations, while legal changes and document preparation are referred to a qualified estate planning attorney. The firm’s Dynamic Advisory Fee combines a percentage-based advisory charge with a fixed dollar cap and a separately stated direct cost; once assets exceed the cap’s threshold, the advisory fee stops increasing and the effective rate declines as wealth grows.