W3 Wealth Management, LLC
I’m a financial planner and my number one job when I meet families is to learn about their goals, financial and otherwise, and help them develop the best path to achieving those goals. I guide clients on investment management, retirement planning, tax planning, estate planning, and asset protection to provide them with a 360-degree view of their financial life. A critical component to any plan is regular maintenance, that’s why I meet with clients regularly to revisit and course-correct as needed.
I truly value the opportunity I have each day to connect with individuals and make a meaningful difference in their lives.
Accreditations & Education
- The Ohio State University – Bachelor’s of Business Administration in accounting.
- Certified Public Accountant.
- Certified Financial Planner.
- Holds Series 7, 66 and state life, accident and health licenses.
Memberships & Community Involvement
- Member of Heritage Group.
Hobbies & Personal Life
- Live in Hudson with my wife Julie, daughter Hannah and son Benjamin.
- Passion for travel, music, and golf.
- Was once a ballroom dancer and still dance with my wife Julie on occasion.
“Don’t Confuse Effort With Results,” by C.P. Sennett.
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.