Philip “Flip” O’Toole

Managing Partner

As Managing Director and Wealth Advisor at Fourth Dimension Wealth, Flip helps oversee all aspects of Fourth Dimension’s business lines including Client Wealth Management, Financial Advisor Growth and Succession/Continuity strategies.  What he enjoys most is working one-on-one with families to help preserve and grow their wealth through thoughtful planning.  The goals for each family is twofold, first to create a rising income stream that the patriarch and/or matriarch will not outlive and that can outpace both taxes and inflation.  Second, we carefully position family assets so that the patriarch and/or matriarch can maximize their legacy to their beneficiaries and/or to their favorite non-profit or charity.

Prior to Fourth Dimension Wealth, Flip spent 22 years working as an Investment Consultant for global asset managers firms.  Most recently, Flip spent the previous twelve years with Amundi US of Boston, a Division of Amundi Asset Management of Paris, France.  In that role, Flip worked with some of the top Wealth Advisors in Ohio to provide clients with timely advice and dynamic investment portfolios.  Prior to Amundi US, Flip spent time at Calamos Investments of Naperville, IL, Hines Real Estate Securities of Houston, TX, Scudder Investments of Boston and Morgan Stanley.

In the evenings and on weekends, Flip likes time spend time with his family and friends at Hill ‘n Dale Sportsmen Club in Medina where they enjoy shooting sports and fishing.  He also plays baseball in the Ohio Mens Senior Baseball League at Thurman Munson Stadium in Canton during the summer.  When not out in the woods or on a baseball diamond, you will likely find him at his kids hockey or lacrosse games.

Flip attended Baldwin-Wallace University in Berea, OH where he earned a Bachelors Degree in Business Administration and played football for the Yellow Jackets.  Flip was born and raised in Lakewood, OH and currently resides in Medina, OH with his wife Giovana.  Their two children are students at Walsh Jesuit High School.  Franklin the Siamese Cat rounds out the O’Toole clan.

Phone (330) 222-8169
Fax (330) 664-2287
Mobile Phone (440) 390-8188