Jean Marie DeAngelo

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.

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...