Planning for Today’s Lifestyle and Tomorrow’s Legacy

Balancing the dreams of tomorrow with the needs and goals for today can be a difficult balancing act. Relying on the insight and experience of a trusted W3 Wealth advisor can help you simplify and understand complex choices.

While we believe all individuals of wealth benefit from an integrated financial plan, we also recognize you may have a specific immediate need which requires focused action.

W3 Wealth advisors have a broad base of experience and can help with:

Retirement Planning      Elder Care Planning
Charitable Gifting      Legacy Planning
Life Event Planning      Business Planning

Comprehensive personal financial planning services include:

Customized Investment Portfolios
Stocks, Bonds, Mutual Funds, Managed Accounts, Annuities
Life and Long Term Care Insurance
Cash Management
401(k) review
Insurance Analysis
Income Tax Planning
Estate Planning Guidance

“Happy are those who dream dreams and are ready
to pay the price to make them come true.”
Leon J. Suenes

Click here to contact us and discover how we might help. No cost. No obligation.



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Akron Office: 90 North Miller Road • Akron, Ohio 44333 • Phone 330.836.3805 • Fax 330.836.3812 Warren Office: 5200 East Market Street, Suite 6 • Warren, Ohio 44484 • Phone: 330.856.6345 © 2008 W3 Wealth Management, LLC. All rights reserved. Fee based planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor Third Party Management offered through ValMark Advisers, Inc., an 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 W3 Wealth Advisors, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.