Sally
Dempsey
Madison Wealth Management
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About this Advisor
Sally Dempsey is a financial advisor based out of Cincinnati, Ohio who has 4 years of industry experience. Dempsey is an advisor for Madison Wealth Management. Over the course of their career, they have held roles at Greystone Investment Management LLC, Greystone Investment Management, LLC and Madison Wealth Management. Dempsey has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Ohio. Madison Wealth Management is a business that has its headquarters in Cincinnati, OH. The firm has offices in two locations and a total of 29 employees. It has $1 billion in assets under management between its 2,495 accounts, placing it among the bigger firms in the country by assets under management. The firm serves 29 charities and foundations. Of its 2,495 client accounts, 55% are held by high-net-worth clients who have more than $1 million in investable assets. Madison Wealth Management provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which service is offered. However, fee types charged by Madison Wealth Management may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Madison Wealth Management Brokerage Details
$1,123,859,860
29
2,495
$450,445
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Sally Dempsey Work History
Sally has been registered as a financial advisor for 4 years.*
Madison Wealth Management
Greystone Investment Management, LLC
Greystone Investment Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sally Dempsey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Madison Wealth Management
Cincinnati, OH
Cincinnati, OH
Leesburg, VA
Leesburg, VA
Cincinnati, OH
Leesburg, VA
Cincinnati, OH
Cincinnati, OH
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