Structured Wealth Management, Inc.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Structured Wealth Management since 2018, following eight years at Bollin Wealth Management LLC. Outside of finance, he is a consultant and instructor for International Produce Training, providing fresh produce inspection training globally. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes tax-aware portfolio construction and retirement-income planning, using managed models and ongoing monitoring to align investment strategies with clients’ long-term goals.

Thomas Rogers is a financial advisor at Structured Wealth Management, Inc. in Toledo, Ohio, with 21 years of industry experience. He holds a Series 63 designation and has worked at Structured Wealth Management since 2008, alongside prior roles at Liberty Partners Financial Services, LLC, and Next Financial Group Inc. Outside of his advisory role, Rogers owns and operates a tax preparation business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm’s approach emphasizes tax-aware portfolio construction, retirement-income planning, and individualized strategies aligned with clients’ risk tolerance and long-term objectives, supported by an integrated tax-preparation capability.

Nathan Reiter is a financial advisor at Structured Wealth Management, Inc. with six years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at the Toledo Metropolitan Area Council of Governments and SWM Tax Inc. Outside of advising, he owns and operates Integrated Tax & Accounting Solutions, a tax preparation and accounting business. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm employs tax-aware portfolio construction and retirement-income planning, incorporating integrated tax-preparation capabilities and licensed insurance advisors within its governance-oriented investment process.

Brian Schmitz is a Series 66-licensed financial advisor with 18 years of industry experience. He is a partner at Structured Wealth Management, Inc. and has worked at Liberty Partners Financial Services, LLC since 2012 and Next Financial Group Inc from 2009 to 2011. In addition to his advisory role, Schmitz is involved in tax preparation through SWM TAX, a separate business in which he is an owner and partner. Structured Wealth Management serves individuals, trusts, corporations, and other business entities with discretionary investment management and life insurance services. The firm emphasizes individualized strategies, tax-aware portfolio construction, and retirement-income planning, supported by an integrated tax-preparation capability and a governance-oriented investment process.