W3 Wealth Management, LLC
Jason Day has spent 18 years working on qualified retirement plans at both the plan sponsor and participant levels. He enjoys working with plan sponsors to ease the burden of plan administration and to ensure that the company retirement plan is running smoothly and efficiently.
As a licensed financial advisor, Day meets one on one with plan participants and new employees to ensure that they understand investing for retirement and the benefits that the company-plan offers.
Day graduated from the University of Akron with a bachelor’s degree in finance. He is part of the American Society of Pension Professionals, is an Actuaries-Qualified 401(k) Administrator (QKA) and holds series 7, 63, 66 and state life, accident and health licenses.
Day lives in Copley with wife Janet, son Trevor, and daughters Cammie and Sophia.
In his free time, he enjoys traveling, cheering for his favorite sports teams and golf.
Company Profile: W3 Wealth Management, LLC
W3 Wealth Management, LLC is a total financial planning firm. And when we say total, we mean it. W3 has assembled a team of accredited Advisors including Certified Financial Planners, CPA’s, Attorneys, QKA’s, CLU’s and ChFC’s to assure all your financial affairs are working in tandem.
Our holistic approach to wealth management puts our clients at the center of our focus, every day. Our mission is to guide you towards achieving your financial goals.
On a daily basis we practice proactive, thoughtful and personal wealth management planning. Couple that with our integrity, expertise and experience and you’ve discovered the very core of our philosophy.
W3 has offices in Akron, Warren and Beachwood, Ohio, with clients in over 25 states. We utilize screen-sharing technology so our out of state clients receive the same service as our local clients.
Across our service to individual clients, business clients and institutional clients, W3 manages over $600 Million in investment assets.
Through an in-depth discovery of your goals and current situation, we create and implement a plan to guide you toward financial success. We continue to update your plan with the inevitable changes life brings. Actively engaging in this process helps to assure the continuance of your lifestyle in retirement.
We are independently owned and not beholden to any company, product, or provider. As your Financial Advocate, our primary goal is to provide you with objective advice and design the optimum strategy to meet your needs.
We pride ourselves on openly communicating with our clients in good markets and bad. This way, W3 clients never feel like they are braving the financial waters (choppy or smooth) on their own. Our lives (financial and otherwise) do not exist in a vacuum. For this reason, we always welcome calls or emails to touch base about what is on your mind and how we can assist you.