Description

• Financial Life Planning | Investment Management | Retirement Planning | Business Succession Planning If you have the ability to live a life of choice, free from financial fear, uncertainty, an doubt without jeopardizing tomorrow' legacy, then you are truly wealthy. We specialize in the process it takes to get there. We are an integrated team of financial specialists with decades of experience at helping people prepare for and successfully retire. Our number one priority is frequent communication. We realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about how and why their money if invested. We have found that meeting on a regular basis to discuss our clients' wealth is the key to reducing money related stress. If they are on vacation somewhere and see on the news that things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times. Fee-Based Planning offered through W3 Wealth Advisors, LLC - a State Registered Investment Advisor - Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor - Securities offered through ValMark Securities, Inc. Member FINRA, SIPC - 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 * 1-800-765-5201 [Call: 1-800-765-5201] - W3 Wealth Management, LLC and W3 Wealth Advisors, LLC are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.
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  Headquarters:90 North Miller Road , Akron, Ohio, United States

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  Phone Number: +1 330-836-3805

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  Website: http://w3wealth.com/

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  Employees:27

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  Revenue:$10 - 50M

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  Legal Name:W3 Wealth Management, Llc

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• |  NAICS Code: 523930  |

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