Young Wealth Management

Young Wealth Management Young Wealth Management specializes in retirement planning for the greater Columbus area as well. BCM and Young Wealth Management are independent of each other.

Young Wealth Management is a comprehensive financial planning firm that aims at protecting your past, leading you through the present, and preparing for your future. We are a comprehensive wealth and retirement planning firm dedicated to guiding you to and through your retirement years. We pride ourselves in providing clients with unique strategies and plans so that they can have peace of mind for

their future. Young Wealth Management understands that your financial journey changes as you enter new phases of your life. That is why we are an extremely relationship oriented firm that is dedicated to guiding you through, from start to finish. We focus on helping educate our clients on solutions that fit their specific situation and strive to ensure they understand how a strategy works before implementing anything on their behalf. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

05/29/2026

🚨76 Years of Headlines… And the Market Keeps Moving Forward

From oil embargoes to global pandemics, the S&P 500 has faced decades of uncertainty, and historically, come out stronger on the other side. But what does that mean for your portfolio right now? In today's video, Zach with Young Wealth Management and Erin Kennedy talk through:

• How markets have responded to major global events over time
• When it actually makes sense to adjust your investments... and when it doesn’t
• What changes (if any) pre-retirees and retirees should consider
• ⚠️ The real risk retirees face in a down market: sequence risk
• 🛡️ Strategies to help protect your income during volatility

💡 The big takeaway: Your financial plan should be built around your life and your goals... not the latest headline. If recent market news has you feeling uneasy, please feel free to give Zach a call at 614.430.8383 or visit www.Young-WM.com to create a financial plan tailored to your goals and risk tolerance.

⚠️ May 27th 2026 @ 12:00PM EST ⚠️Join us for Fraud Proof Your Finances, a practical webinar to help you spot red flags, ...
05/15/2026

⚠️ May 27th 2026 @ 12:00PM EST ⚠️

Join us for Fraud Proof Your Finances, a practical webinar to help you spot red flags, avoid scams, and protect your personal and financial information.

Learn simple, real‑world steps to safeguard the savings you’ve worked hard to build.
Can’t attend live? Register anyway to receive access to the replay!

REGISTER HERE --> https://events.zoom.us/ev/AjKdkZ_vJ3ocCpjTeqMB_hxlSqlkNXxuDqz5HeTrr6isMO0CXF16~AgRewdgmt_SSKfcnkorjoxXMBozrR2yvJpZfg21IcUZTEVJFY3XHIdT90A

From your Young Wealth Management team - wishing all the moms out there a wonderful Mother’s Day weekend!! 💐
05/08/2026

From your Young Wealth Management team - wishing all the moms out there a wonderful Mother’s Day weekend!! 💐

05/05/2026

📱FinTok Makes Investing Look Easy, but Is It Putting Investors at Risk?

Social media platforms like TikTok are changing how people learn about money, but not always for the better.

According to the FINRA Foundation, 25% of adults now turn to social media for investing advice, and that number jumps to 61% for people age 35 and under.

In this interview, Brent with Young Wealth Management and Erin Kennedy break down why short, viral money tips can oversimplify risk and blur the line between education and advertising. Keep in mind, building wealth and disciplined investing usually isn't all that exciting. It’s built on discipline, diversification, and time.

🎯 If you (or your kids) are getting financial advice from social feeds, and you'd like to talk to a real human who understands your unique goals and risk tolerance, please call Brent at 614.430.8383 or visit www.Young-WM.com

04/28/2026

💡In-Service Rollovers at 59½: Is Moving Your 401(k) a Smarter Move?

Turning 59½ can unlock a powerful (and often misunderstood) retirement planning option: the in-service rollover.

Many workplace plans allow you to move part of your 401(k) into an IRA while you’re still working, under rules set by the Internal Revenue Service.

But is it actually better than staying in your employer plan?
In this video, Kim with Young Wealth Management and Erin Kennedy break down:

➡️What an in-service rollover really is
➡️When it makes sense - and when it doesn’t
➡️What to compare before making a move (hint: fees, investments, advice, and protections)

If you’re approaching (or already past) 59½, the in-service rollover can be a powerful strategy to help you prepare for retirement. To talk through the pros and cons with Kimberly, please call 614.430.8383 or visit www.Young-WM.com


04/15/2026

💡 3 Reasons Young Adults Should Consider Life Insurance

Life insurance is often seen as something you set up later in life... after marriage, kids, or buying a home. But waiting could mean missing out on some key benefits.

In this video, Erin Kennedy and Zach Howard discuss several important reasons young adults may want to consider life insurance sooner rather than later:

✔️ Lower costs: Policies are often significantly cheaper when you’re younger. In fact, term life insurance can be 50–70% less expensive in your 20s versus your 40s, according to NerdWallet.

✔️ Peace of mind during major life milestones: Starting a family or getting married comes with new responsibilities; life insurance can help provide financial protection.

✔️ Protection when you least expect it: Life insurance isn’t just about long-term legacy planning. It can help cover things like debts, co-signed loans, or final expenses.

If you're balancing priorities like student loans, saving, and building an emergency fund, Zach can help you prioritize your savings while still figuring out how life insurance can fit into your financial plan. Please call 614.430.8383 or visit www.Young-WM.com with any questions.

What a tournament! Huge congratulations to the winners of our Client Tournament Challenge:1st place🥇- Manny C2nd place🥈-...
04/09/2026

What a tournament! Huge congratulations to the winners of our Client Tournament Challenge:

1st place🥇- Manny C
2nd place🥈- Lily R
3rd place🥉- Dana S

Thank you to everyone who participated! And winners, keep an eye out! Hannah will be reaching out to coordinate your gift cards.

We couldn’t let March end without acknowledging Women’s History Month! So proud of the incredible women on our team who ...
03/30/2026

We couldn’t let March end without acknowledging Women’s History Month! So proud of the incredible women on our team who show up with passion, purpose, and care every single day. 🎉

03/27/2026

How Do You Know If Your Advisor Is Really Working for You? 🛡️💼

A recent case involving a Georgia advisor who pleaded guilty to a $380 million Ponzi scheme is a scary reminder: trust matters... and so does transparency. ⚠️

In this interview, Kimberly with Young Wealth Management and Erin Kennedy walk through how investors can evaluate whether their advisor is truly acting in their best interest, what red flags to watch for 🚩, and what questions every client should feel comfortable asking.

Protecting your financial future starts with choosing the right advisor. 🔐 If you'd like a second opinion, or if you'd simply like to work with an advisor who values transparency and making sure clients feel educated and empowered, please call Kim at 614.430.8383 or visit www.Young-WM.com

Exciting news - we are growing would love to add more great people to our Young Wealth Management family! If you’re expl...
03/20/2026

Exciting news - we are growing would love to add more great people to our Young Wealth Management family! If you’re exploring new opportunities or know of someone who may be a great fit, we’d be happy to chat!

Interested? Email Jonathan Cosner at [email protected]

Address

6641 N High Street, Ste 200
Worthington, OH
43085

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16144308383

Website

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