From managing cash flow and increasing revenue to investing in your retirement and planning for the future, a little bit of guidance can go a long way. In Financial Planning 101, the team at W3 Wealth Management LLC explain the finer points of planning your financial health.

Jonathan Lapine

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.

Favorite Quote

“Don’t Confuse Effort With Results,” by C.P. Sennett.