Skip to content
PTG Wealth Advisors LogoPTG Wealth Advisors Logo
Make an appointment
  • Home
  • About Us
    • About Us
    • Shaun D. Patterson
    • Scott M. Turner
    • John P. Greco
    • Connor O'Leary
    • Bob Zaremba
    • Brian Herald
    • Mary Kate Flaherty
    • Suzi Wagner
    • Bridget Mouse
    • Stephen O'Neill
    • What Makes Us Different
    • Why Work With a CFP®
  • Our Clients
    • Our Clients
    • Business Owners
    • Corporate Executives
    • Families and Individuals
    • Retirees
    • Women Investors
  • Our Difference
    • Our Difference
    • Our Process
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Investment Strategies
    • Portfolio Management
    • Retirement Planning
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Patterson, Turner & Associates
    445 Hutchinson Ave Suite 860 Columbus, OH 43235 T: 380.444.5888
    Map and Directions Map and Directions
Reset All Filters
Four priceless money lessons for kids
Financial literacy is a gift that lasts a lifetime.
Family & Lifestyle
Launching a financial future
Share these fundamental concepts with young emerging investors.
Family & Lifestyle
Read
View
Infographic: Teaching money skills at any age
Financial experiences in childhood can shape adult money habits. Teaching kids how to save, spend and give wisely can help set them up for a lifetime of success.
Family & Lifestyle
Your career, your legacy
5 ideas to help you build a meaningful professional legacy.
Family & Lifestyle
Should I stay or should I go? Deciding to rebuild or relocate after disaster

If your home was substantially damaged in a natural disaster, would you rebuild or relocate? Explore the factors that will influence your decision.

Family & Lifestyle
Read
Navigating employer retirement plans through career transitions
Know the ins and outs when making a career move.
Family & Lifestyle
Read
More options for education savings
Expanded 529 plan benefits will make it easier to invest in your children or grandchildren’s future.
Family & Lifestyle
Read
Spring clean your finances
Streamline planning for the future by getting organized.
Family & Lifestyle
Travel securely: Keep your information protected on the go
Learn about a few simple things you can do to protect your personal information while you travel.
Technology & Innovation
Infographic: How to recognize and overcome behavioral biases when investing

Review these common behavioral biases that might be influencing your investment decisions, and ask yourself if any resonate with you.

Family & Lifestyle
What to do after a loved one passes away
Take action during an overwhelming time with this quick guide.
Family & Lifestyle

what can we do for you?

Say hello
PTG Wealth Advisors LogoPTG Wealth Advisors Logo
envelope
  • PTG Wealth Advisors
  • 445 Hutchinson Ave Suite 860 Columbus, OH 43235
  • T: 380.444.5888
  • Map & Directions
  • Map & Directions

Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, Inc., member FINRA / SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, Inc.