The right moves for your financial future

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.

Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.

Retirement readiness

For your retirement or your company retirement plan

Approaching or entering retirement, you may fear the possibility of outliving your savings. Or you may be responsible for optimizing an increasingly complex employer-sponsored plan. We can help ease your concerns by providing custom strategies that focus on meeting the ever-growing income needs for a retirement that may last 30 years or more.

Ready to roll over? Approaching retirement or in times of career transition, you need practical 401(k) rollover solutions that are specific to your needs. We can help evaluate your distribution options and assist you in making investment decisions that could help manage taxes while addressing your broader financial and retirement goals.

Retirement income planning. Focusing on retirement income planning, our team can work with you to develop planning strategies that help preserve your lifestyle and livelihood in retirement. Our strategies can help ease concerns about how long you will need to draw your funds in retirement, preparing for unexpected expenses and maintaining your independence.

Long-term care. With longevity increasing and healthcare costs rising, long-term care may have a significant impact on your finances. Long-term care should be a key part of a comprehensive financial and retirement plan. We’ll help develop strategies that can help prepare you for future care while keeping your financial goals on track.

Helping you optimize your corporate plan. We help organizations design, implement and monitor the investment programs of their 401(k), defined benefit and nonqualified plans. We will help you evaluate indicators of plan health, maintain the most competitive cost structures, formalize investment committee decision-making and manage regulatory requirements.

Retirement plan sponsors

Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

Kenneth Rinehart, CFP®, CIMA®, CEPA®, CRPS®, C(k)P®

Senior Vice President–Wealth Management
View bio Industry recognition
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MI
- MS
- NC
- NJ
- NM
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WV
Ken is the head of investment strategy and is a managing partner of the Retirement Strategies Group. He holds the Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), Chartered Retirement Plans Specialist (CRPS®), Certified Exit Planning Advisor (CEPA®), and Certified 401(k) Professional (C(k)P®) designations. At UBS, Ken holds the titles of Senior Vice President – Wealth Management, Senior Retirement Plan Consultant, Senior Institutional Consultant, and Senior Portfolio Manager.

As a Financial Advisor, for more than 35 years, Ken has gained considerable experience managing uniquely-designed portfolios and has guided clients through historic market corrections, including the 1987 Crash, the 2000-2002 Dotcom Bubble, the 2008-2009 Financial Crisis, and the Covid-19 Pandemic plunge of 2020. Prior to UBS, Ken spent 10 years with Wells Fargo Advisors and nearly 20 years with Smith Barney as a Retirement Plan Consultant and member of the 401(k) Advisory Group.

Working with private wealth clients, Ken applies financial, goals-based analysis to fulfill client needs involving educational funding, retirement, and estate planning. By partnering with his clients' accountants and attorneys, he helps navigate the sometimes complex financial decisions in their lives in a tax-efficient manner. In serving our team's institutional clients, he evaluates and recommends comprehensive retirement plan solutions that address Fiduciary Governance, Plan Administration, Investment Policy and Strategy, and Employee Education and Retirement Readiness. Above all, Ken is dedicated to elevating his practice through education, experience, examination and the highest standard of ethics.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Certified Exit Planning Advisor
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Alexander K. Rinehart, CIMA®, CRPS®

Financial Advisor
View bio
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MI
- MO
- MS
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WI
- WV
Alex joined the Retirement Strategies Group in 2017. A Cincinnati native, he attended St. Xavier High School before receiving his Bachelor's Degree in Structural Engineering from The Ohio State University in 2014. While in school, he was the Treasurer Officer for The Ohio State University chapter of the American Society of Civil Engineers. After graduating, Alex practiced structural engineering in Columbus, Ohio, responsible for the detailed design of various structures.

Alex serves the team as both a Financial Advisor and as a Retirement Plan Consultant by developing customized financial plans, implementing and managing investment solutions, and executing the team's portfolio trading. He holds the Series 7, Series 66, Life and Health, Chartered Retirement Plans Specialist (CRPS^®) designation, Certified Investment Management Analyst^® (CIMA®) designation, is a Notary Public in the state of Ohio, and is currently studying to become a CERTIFIED FINANCIAL PLANNER^TM professional. Outside of the office, Alex loves cooking, SCUBA diving, and woodworking. He and his wife, Annamarie, live in Norwood with their two dogs.
- Ohio State University, Bachelor's Degree in Structural Engineering
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Mark Ledonne, CIMA®, CRPS®

Financial Advisor
View bio
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MI
- MO
- MS
- NC
- NJ
- NM
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WV
Mark has 13 years of experience in the financial services industry, with the last 11 years as part of the Retirement Strategies Group. He is responsible for all client performance reporting and analytics, as well as the manager search and selection process. He comes to us with experience from Fidelity Investments. He holds the Chartered Retirement Plans Specialist (CRPS ®) designation from the College for Financial Planning. Mark earned a Bachelor of Science Degree in Finance from Xavier University in 2006 and resides in West Chester with his wife and two daughters.
- Xavier University, Bachelor of Science Degree in Finance
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Kevin Ruther, CFP®

Financial Advisor
View bio
- AR
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- MI
- MO
- NC
- OH
- SC
- TN
- TX
- VA
- WI
- WV
Kevin has 10+ years of experience as a financial advisor to both individual and corporate clients and serves as RSG's 401(k) Education Coordinator. He graduated from Miami University in 2010 with a major in Finance and a minor in Statistics. Kevin is a CERTIFIED FINANCIAL PLANNER™ and holds both Series 7 and 66 licenses. Outside of work, he is an Eagle Scout and remains active in the community. He currently resides in Loveland with his wife and two daughters.
- Miami University, Major in Finance and a Minor in Statistics
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Lange Combs

Senior Client Associate
View bio
- OH
Lange has been with the Retirement Strategies Group since 2002. She has a Bachelor of Science Degree from Miami University and has 20 years of experience in the financial services industry. Lange has her Series 7 License. She is responsible for the team’s special projects, marketing campaigns and compliance. She also works on the 401(k) side doing reports and research. Lange lives in Madeira with her husband and three children.
- Miami University, Bachelor of Science
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Samantha Roberts

Client Associate
View bio
Sam grew up in Brookville, IN, but her family is from the west side of Cincinnati. She has a bachelor's degree in Natural Sciences and Mathematics from Indiana University and holds her Life and Health insurance license. Sam joined the team in 2022 as a Client Service Associate. She currently lives in Oxford and enjoys spending time with her fiancé Tyler and son SJ rooting on Xavier, the Bengals, and the Reds!
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

Kenneth Rinehart, CFP®, CIMA®, CEPA®, CRPS®, C(k)P®

Senior Vice President–Wealth Management
View bio Industry recognition
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MI
- MS
- NC
- NJ
- NM
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WV
Ken is the head of investment strategy and is a managing partner of the Retirement Strategies Group. He holds the Certified Investment Management Analyst (CIMA®), Certified Financial Planner (CFP®), Chartered Retirement Plans Specialist (CRPS®), Certified Exit Planning Advisor (CEPA®), and Certified 401(k) Professional (C(k)P®) designations. At UBS, Ken holds the titles of Senior Vice President – Wealth Management, Senior Retirement Plan Consultant, Senior Institutional Consultant, and Senior Portfolio Manager.

As a Financial Advisor, for more than 35 years, Ken has gained considerable experience managing uniquely-designed portfolios and has guided clients through historic market corrections, including the 1987 Crash, the 2000-2002 Dotcom Bubble, the 2008-2009 Financial Crisis, and the Covid-19 Pandemic plunge of 2020. Prior to UBS, Ken spent 10 years with Wells Fargo Advisors and nearly 20 years with Smith Barney as a Retirement Plan Consultant and member of the 401(k) Advisory Group.

Working with private wealth clients, Ken applies financial, goals-based analysis to fulfill client needs involving educational funding, retirement, and estate planning. By partnering with his clients' accountants and attorneys, he helps navigate the sometimes complex financial decisions in their lives in a tax-efficient manner. In serving our team's institutional clients, he evaluates and recommends comprehensive retirement plan solutions that address Fiduciary Governance, Plan Administration, Investment Policy and Strategy, and Employee Education and Retirement Readiness. Above all, Ken is dedicated to elevating his practice through education, experience, examination and the highest standard of ethics.
- Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
- NAPA Top DC Advisor Teams, 2021The NAPA rating is awarded annually in March based on information from June to August of the award year.
- PLANADVISER Top Retirement Plan Advisers, 2022The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.
- Senior Institutional Consultant, UBS Institutional Consulting Program
- Senior Retirement Plan Consultant
- Certified Exit Planning Advisor
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Alexander K. Rinehart, CIMA®, CRPS®

Financial Advisor
View bio
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MI
- MO
- MS
- NC
- NJ
- NM
- NY
- OH
- OK
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WI
- WV
Alex joined the Retirement Strategies Group in 2017. A Cincinnati native, he attended St. Xavier High School before receiving his Bachelor's Degree in Structural Engineering from The Ohio State University in 2014. While in school, he was the Treasurer Officer for The Ohio State University chapter of the American Society of Civil Engineers. After graduating, Alex practiced structural engineering in Columbus, Ohio, responsible for the detailed design of various structures.

Alex serves the team as both a Financial Advisor and as a Retirement Plan Consultant by developing customized financial plans, implementing and managing investment solutions, and executing the team's portfolio trading. He holds the Series 7, Series 66, Life and Health, Chartered Retirement Plans Specialist (CRPS^®) designation, Certified Investment Management Analyst^® (CIMA®) designation, is a Notary Public in the state of Ohio, and is currently studying to become a CERTIFIED FINANCIAL PLANNER^TM professional. Outside of the office, Alex loves cooking, SCUBA diving, and woodworking. He and his wife, Annamarie, live in Norwood with their two dogs.
- Ohio State University, Bachelor's Degree in Structural Engineering
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
- Retirement Plan Consultant
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Mark Ledonne, CIMA®, CRPS®

Financial Advisor
View bio
- AR
- CA
- CO
- FL
- GA
- HI
- IL
- IN
- KS
- KY
- MA
- MI
- MO
- MS
- NC
- NJ
- NM
- NY
- OH
- PA
- SC
- TN
- TX
- VA
- VT
- WV
Mark has 13 years of experience in the financial services industry, with the last 11 years as part of the Retirement Strategies Group. He is responsible for all client performance reporting and analytics, as well as the manager search and selection process. He comes to us with experience from Fidelity Investments. He holds the Chartered Retirement Plans Specialist (CRPS ®) designation from the College for Financial Planning. Mark earned a Bachelor of Science Degree in Finance from Xavier University in 2006 and resides in West Chester with his wife and two daughters.
- Xavier University, Bachelor of Science Degree in Finance
- Certified Investment Management Analyst®
- Chartered Retirement Plans Specialist℠
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Kevin Ruther, CFP®

Financial Advisor
View bio
- AR
- CA
- CO
- FL
- GA
- IL
- IN
- KY
- MA
- MI
- MO
- NC
- OH
- SC
- TN
- TX
- VA
- WI
- WV
Kevin has 10+ years of experience as a financial advisor to both individual and corporate clients and serves as RSG's 401(k) Education Coordinator. He graduated from Miami University in 2010 with a major in Finance and a minor in Statistics. Kevin is a CERTIFIED FINANCIAL PLANNER™ and holds both Series 7 and 66 licenses. Outside of work, he is an Eagle Scout and remains active in the community. He currently resides in Loveland with his wife and two daughters.
- Miami University, Major in Finance and a Minor in Statistics
- CERTIFIED FINANCIAL PLANNER™
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Lange Combs

Senior Client Associate
View bio
- OH
Lange has been with the Retirement Strategies Group since 2002. She has a Bachelor of Science Degree from Miami University and has 20 years of experience in the financial services industry. Lange has her Series 7 License. She is responsible for the team’s special projects, marketing campaigns and compliance. She also works on the 401(k) side doing reports and research. Lange lives in Madeira with her husband and three children.
- Miami University, Bachelor of Science
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
Samantha Roberts

Client Associate
View bio
Sam grew up in Brookville, IN, but her family is from the west side of Cincinnati. She has a bachelor's degree in Natural Sciences and Mathematics from Indiana University and holds her Life and Health insurance license. Sam joined the team in 2022 as a Client Service Associate. She currently lives in Oxford and enjoys spending time with her fiancé Tyler and son SJ rooting on Xavier, the Bengals, and the Reds!
8044 Montgomery Road
The Towers At Kenwood
Cincinnati, OH 45236

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

^$2.8 trillion

In invested assets globally
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

The right moves for your financial future

Who we work with

Retirement readiness

Retirement plan sponsors

Your primary source for financial advice

Kenneth Rinehart, CFP®, CIMA®, CEPA®, CRPS®, C(k)P®

Alexander K. Rinehart, CIMA®, CRPS®

Mark Ledonne, CIMA®, CRPS®

Kevin Ruther, CFP®

Lange Combs

Samantha Roberts

Kenneth Rinehart, CFP®, CIMA®, CEPA®, CRPS®, C(k)P®

Alexander K. Rinehart, CIMA®, CRPS®

Mark Ledonne, CIMA®, CRPS®

Kevin Ruther, CFP®

Lange Combs

Samantha Roberts

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Education

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Legacy—Wealth for others

Backed by the strength of UBS

A global leader in wealth management

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