Paulette Pasquale

W3 Wealth Management, LLC

Over the last 20-plus years, I have had the privilege of helping clients navigate their financial lives. With many, we are now enjoying planning the next phase of their lives – retirement. We are not only looking at how well prepared they are financially, but exploring their lifestyle options. For many of us, retirement is not the end of our productive lives, but rather a chance to shift gears and pursue our passions.

I also strive to be an advocate and resource to clients dealing with the issues of aging which so many of us are facing, for ourselves and our parents.

My goal is to guide my clients towards true financial independence, which is understanding how your wealth allows you to build and live the life you value. I love helping my clients develop their financial goals and learn the financial strategies, which enable them to enjoy what’s important to them throughout the various stages of their lives.

I am excited to be partnering with the professionals at W3 and sharing each of our unique talents with the team.

Accreditations & Education

  • Youngstown State University – Bachelor’s in social work.
  • Youngstown State University – Master’s in business administration.
  • Certified Financial Planner.
  • Holds Series 7, 63, 65, Life and Health Licenses.

Hobbies & Personal Life

  • I enjoy spending time with my daughters Megan, Abby and Victoria, and of course my beloved grandchildren in South Carolina.
  • When home, I enjoy reading, doing puzzles and relaxing in my garden.

Favorite Quote

“Life isn’t about waiting for the storm to pass.  It’s about learning to dance in the rain,” by St. Teresa’s Prayer.

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.

Important Questions in Estate Planning

Important Questions in Estate Planning

Most people understand that estate planning determines who will inherit your assets and how. But establishing that plan requires answering some tough questions. How will you preserve your assets from estate taxes and probate fees? How will you ensure distribution of your assets according to your wishes? Who will make financial and medical decisions in […]

Most people understand that estate planning determines who will inherit your assets and how. But establishing that plan requires answering some tough questions. How will you preserve your assets from estate taxes and probate fees? How will you ensure distribution of your assets according to your wishes? Who will make...