Structured Wealth Management, Inc.

Matthew Latham is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Structured Wealth Management since 2008. Outside of his advisory role, he serves as president of Moden Communications, Inc., a print brokerage business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm offers individualized strategies using managed model portfolios and maintains an affiliated tax and accounting practice that supports its investment services.

Christopher Wilson is a financial advisor at Structured Wealth Management, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2019. Outside of finance, he owns a part-time mattress retail business in Fremont, Ohio. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm also offers tax preparation and representation through an affiliated in-house tax practice, focusing on tailored strategies, managed model portfolios, and retirement distribution planning.

Paul Manol is a financial advisor at Structured Wealth Management, Inc. with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bollin Wealth Management LLC since 2013. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households with account minimums around $250,000. The firm combines investment management with an in-house tax practice and focuses on retirement distribution and tax-efficient planning using managed model portfolios.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 21 years of industry experience. He holds a Series 63 designation and has worked at Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of advisory services, Rogers owns and operates a tax preparation business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households and business entities, with a focus on retirement distribution and tax-efficient planning. The firm combines an in-house tax practice with advisory services, using managed model portfolios that are monitored and periodically rebalanced.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Structured Wealth Management in 2025, he worked at the Toledo Metropolitan Area Council of Governments for seven years and at SWM Tax Inc for six years. Outside of advising, Reiter owns Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm emphasizes individualized strategies using managed model portfolios, retirement distribution, and tax-efficient planning, supported by an in-house tax practice and a focus on client education.

Brian Schmitz is a financial advisor at Structured Wealth Management, Inc. in Toledo, OH, with 17 years of industry experience. He holds a Series 66 designation and has worked with Liberty Partners Financial Services, LLC and Next Financial Group Inc. Outside of his advisory role, Schmitz is a partner and owner of a tax preparation business, contributing about 20 hours per month to that activity. Structured Wealth Management provides investment advisory and life insurance services primarily to individual households, trusts, and business entities. The firm integrates an in-house tax practice with its investment services, focusing on individualized strategies, model portfolios, and retirement planning with an emphasis on tax efficiency.