Financial planning tailored to your goals

Visintine _ Murnane Wealth Management Partners - Team Photo

No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Joseph John Murnane - Profile Photo

    Joseph Murnane - CFP

    Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • ID
    • IL
    • IN
    • KY
    • LA
    • MA
    • MD
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA
    • WV

    Joe started his professional career as an attorney.  Like law, the financial landscape is dynamic and demands continuing self-education and improvement.  Joe developed a passion for achieving fair and positive outcomes through hard work, strategic planning, and showing genuine respect for the goals of others.  To better serve his clients and continue with self-education, Joe recently became a CERTIFIED FINANCIAL PLANNER™.

    Joe is an active member of the local community.  He is the treasurer of the Charity Newsies, a past president of the Worthington A.M. Rotary, and the president of his neighborhood HOA.  Joe and his wife Linda reside in Worthington with their three young daughters.  In his free time, Joe enjoys skiing, cycling, and spending time with family and friends. 

      • University of Dayton, BA: 2003 - 2007
      • Wake Forest School of Law, Juris Doctorate: 2007 - 2010
      • CERTIFIED FINANCIAL PLANNER™
      5007 Horizons Dr.
      Suite 200
      Upper Arlington, OH 43220
    • Richard Visintine - Profile Photo

      Richard Visintine - CFP®, ChFC

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
      • AZ
      • CA
      • CO
      • FL
      • GA
      • ID
      • IL
      • MA
      • MI
      • MN
      • NC
      • NE
      • NY
      • OH
      • PA
      • SC
      • TN
      • TX
      • VA
      • WV

      Ric's journey in the financial services industry began in 1982. His past employers include Aetna Life Insurance Company, EF Hutton, and Merrill Lynch. UBS has been his home since 2007.  Ric is a 1978 graduate of Ashland University with an economics major. After starting his family and career, Ric went back to school, completing an MBA from the University of Dayton in 1986. Continuing his education in more of an industry-related environment, Ric completed the CERTIFIED FINANCIAL PLANNER® certification in 1991 and the Chartered Financial Consultant® program in 2001.

      Ric has noteworthy experience and credentials in financial planning and investment management. His scope of services includes retirement planning, education planning, investment strategy development and implementation, tax minimization, wealth transfer and insurance solutions.

        • Ashland University: 1978
        • University of Dayton, MBA: 1986
        • Wealth Advisor
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Financial Consultant
        Home Worker FL
        Home Worker FL, FL 000

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      Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

      We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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