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 The Cautious Investor, the team at W3 Wealth Management LLC explain the finer points of planning your financial health. Click here for archive content from W3’s Financial Planning 101 series.

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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.

The Perspective a Certified Financial Planner Can Bring

If you ask someone what he does for a living and he says he’s a dentist, there isn’t a follow up question to that. People know what dentists do: they clean teeth, fill cavities, perform root canals and remind you to floss to no avail. The same clarity does not exist for the financial planning […]

W3: The Cautious Investor Archive