WARREN — Adding two practices to W3 Wealth Management LLC in 2020 increased the financial planning firm’s assets to more than $1 billion.
In August, the firm welcomed certified financial planner Kathleen McGrath to the team.
Also joining the firm is Stephen Catalano, who will serve as managing partner of the Fairlawn office.
“The additions of Catalano and McGrath combined with organic growth helped W3 surpass the $1 billion mark in assets under management,” reports Ryan Glinn, financial adviser.
Megan Roberts, W3 director of operations for W3, earned a master’s degree in organizational leadership from Norwich University. Her skills will facilitate communication among the firm’s offices, Glinn says.
Business and succession planning offerings drove W3’s business last year. Building relationships with second and third generations of families allowed advisers to develop proficiency for detailed student loan planning, he continues.
In addition to its Warren and Fairlawn offices, W3 also operates offices in Columbus and Beachwood.