Jean Daley

W3 Wealth Management, LLC

As a recent graduate and newer member of the W3 team, I am in an exciting position where I get to learn both about our clients and about financial planning. I spend part of my day combing through client accounts and compiling review presentations with an eye for accuracy and great attention to detail. I enjoy seeing the great variety of investment solutions our clients utilize. The other part of my day revolves around learning W3’s financial planning philosophy and how to apply that to each of our individual clients. Financial planning is not a one-time event, it’s a process. The relationships that develop out of that process are what make my job truly rewarding.

Accreditations & Education

  • Youngstown State University, B.S.B.A in Finance – Financial Management with a minor in Entrepreneurship

Hobbies & Personal Life

  • Spending time with my family and friends laughing, joking, and enjoying life is my absolute favorite thing.
  • I have a great love of the outdoors and am especially fond of backpacking, but I also enjoy day hikes in Mill Creek Park.
  • I like to study apologetics and enjoy learning new hobbies.

Favorite Quote

“The object of opening the mind, as of opening the mouth, is to shut it again on something solid.” – G.K. Chesterton

It's Time... To Focus On Your Future

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, 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, Beachwood, and Columbus 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.

Avoiding the Probate Process

“After someone dies, their assets go through the process of being divided to their heirs and ensuring any taxes and debts are paid. This is referred to as the probate process,” says Jean Daley, private client associate with W3 Wealth Management in Warren. “It can be costly and lengthy and...

How to Withdraw Money from Your 529 Plan

Jean DeAngelo

Money saved in a 529 plan can be withdrawn tax-free to pay for qualified education expenses. “This also includes up to $10,000 for tuition for K-12,” says Jean Daley, private client associate with W3 Wealth Management in Warren. In this installment of The Cautious Investor, Daley, goes over the four...

Can a Part-time Job Negatively Affect My Financial Aid?

Jean DeAngelo

While this is a valid apprehension to have, most students have no reason to worry, says Jean DeAngelo, private client associate with W3 Wealth Management in Warren. “Dependent students can earn up to $6,570 without affecting their eligibility and most summer jobs won’t bring you that much money,” she says....

How to Choose Between a Traditional IRA or Roth IRA

A common question financial planners are asked is, "What's the difference between a Traditional IRA and a Roth IRA?" Followed by, "Which one is best for me?" In this installment of The Cautious Investor, Jean DeAngelo, private client associate with W3 Wealth Management in Warren, tells what the difference is...

Financial Advisers Add Value to Investors

"Consistently outperforming the market is unrealistic and unsustainable," says Jean Marie DeAngelo. According to a 2016 study by Vanguard, a holistic financial planner can add nearly 3% net of fees and taxes to a clients return by using seven unique practices. Vanguard believes the greatest value add to clients is...

Maximize Your Retirement Contributions

financial planning maximize your retirement contributions

Understanding your retirement account eligibility is the first step to maximize your retirement contributions. Eligibility can depend on several factors that you should discuss with your tax professional. It's also imperative to know how much you can contribute in a given year and when. In this installment of Financial Planning...