Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Adult couple on cell phone

Thomas J Metcalfe, CFP

Senior Vice President–Wealth Management

As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals.  Having attained the CFP® designation, I am held to strict standards of competency and fairness.

Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.

When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce.  I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities.  I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.

Registered States:
  • AZ
  • CA
  • CO
  • DC
  • FL
  • IL
  • IN
  • KY
  • MA
  • ME
  • MI
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • WA


  • B.S., Ohio University
  • M.S., Ohio University
  • M.B.A., Finance, Miami University of Ohio


30050 Chagrin Boulevard
Suite 200
Pepper Pike, OH 44124
  • (216) 765-8365

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020