W3 Wealth Management, Llc

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  • 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.
  • location

    Headquarters:90 North Miller Road , Akron, Ohio, United States

  • W3 Wealth Management, Llc phone

    Phone Number: +1 330-836-3805

  • W3 Wealth Management, Llc website

    Website: http://w3wealth.com/

  • W3 Wealth Management, Llc employees


  • W3 Wealth Management, Llc revenue

    Revenue:$10 - 50M

  • W3 Wealth Management, Llc legal name

    Legal Name:W3 Wealth Management, Llc

  • W3 Wealth Management, Llc's Social Media

    W3 Wealth Management, Llc linkedin
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  • |  NAICS Code: 523930  |

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Managing Partner for W3 Wealth Management, Llc

Stephen Catalano

Managing Partner

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Stephen Catalano

Managing Partner

Frequently Asked Questions regarding W3 Wealth Management, Llc

  • Where are W3 Wealth Management, Llc's Headquarters?

    W3 Wealth Management, Llc's Headquarters are in 90 North Miller Road ,Akron,Ohio,United States

  • What is W3 Wealth Management, Llc's phone number?

    W3 Wealth Management, Llc's phone number is +1 330-836-3805

  • What is W3 Wealth Management, Llc's official website?

    W3 Wealth Management, Llc's official website is http://w3wealth.com/

  • What is W3 Wealth Management, Llc's Revenue?

    W3 Wealth Management, Llc's revenue is $10 - 50M

  • What is W3 Wealth Management, Llc's NAICS code?

    W3 Wealth Management, Llc's NAICS code is 523930

  • How many employees are working in W3 Wealth Management, Llc

    W3 Wealth Management, Llc has 27 employees

  • What is W3 Wealth Management, Llc's Industry?

    W3 Wealth Management, Llc is in the industry of Investment Management

  • Who is W3 Wealth Management, Llc's Managing Partner?

    W3 Wealth Management, Llc's Managing Partner is Stephen Catalano

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