W3 Wealth Management, LLC
Jason Lukz is a financial advisor and part of the planning team at W3 Wealth Management, LLC, where he meets face to face with clients to learn about their financial goals, and to discover who they are and what is most important to them.
Lukz considers himself very fortunate to have the opportunity to walk with individuals of all backgrounds, towards the achievement of their financial goals and feels that they become friends, not just clients.
Born and raised in Niles before attending the University of Michigan, where Lukz received a Bachelor of Arts in Business Communications. He lived in Michigan for 14 years where he met his wife, Shannon.
He holds Series 6 and state life, accident and health licenses. He is also a certified personal trainer.
He is a MAP mentor through Youngstown State University for CFP/CPA students, was a past president of the BNI North Coast Chapter, and was a past board member of the Rocky River Chamber of Commerce.
Currently resides in Cleveland Heights with his wife, and two golden retrievers, Riley and Chance. He enjoys running, outdoor adventures, cooking, reading, and watching or playing various sports together.
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.