Our Values    W3 Pledge    Your Rights    Our People    Locations

Why We are Different

Your Interests Come First

Did you know not all firms may be required to put your interests first? Shameful, but true, this is an actual distinction between firms. Unlike many financial firms and brokerage houses that shy away from the highest standard of client care, the W3 Wealth Management team embraces what is called fiduciary responsibility. Unlike financial salespeople, fiduciaries are held to a higher standard and expected to act in the best interest of their clients at all times. Serving as your financial advocate, the W3 team works to deliver an exceptional client experience of trust and confidence.

Mastermind Team

Rather than working with a single advisor with a potentially limited perspective, you receive guidance from a team of professionals with diverse backgrounds, experiences, and skills.

 

Our Values

Wisdom~Wealth~Worth

W3 was built upon the timeless principle that wisdom is the foundation for achieving wealth and living an enriched life of true worth.

How do we do that?

W3 wealth advisors provide guidance to help you achieve:

• Wisdom - We bridge the gap between information and knowledge to help simplify complex choices as they apply to your situation. Once the fear of making a wrong decision is removed, we believe you will gain the confidence to create a financial life plan that works. For you. Your family. Your business.
• Wealth - We help you build and protect your financial security for both today’s lifestyle and tomorrow’s dreams. Wealth is more than money. Using money as a tool, we can help you build and achieve true wealth ~ the freedom of choice.
• Worth is the highest level of wealth. Worth is about living an enriched life of personal achievement, fulfillment of dreams, and peace of mind that comes from building a strong financial foundation.

We value dreams. The goal of our client-centered practice is to maximize your return on life. Our belief is that financial strength helps you transform dreams into reality. W3 can help.

Contact us today to learn about your options. No cost. No obligation.

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W3 Pledge

We pledge to listen.

Your W3 advisors use your personal definition of wealth to provide you with values-based financial life planning ~ on your terms. We believe this is why our clients have come to value our insight, expertise, ethics, and experience. W3 pledges to continue our client-centered practice by working hard to:

• Understand your personal needs and goals
• Inform and educate you about your options
• Communicate regularly with you and your other chosen advisors
• Promptly return your phone calls
• Simplify solutions to complex problems
• Meet on a quarterly basis to review your financial goals
• Monitor your progress

Click here to contact us for your complimentary, personal consultation.

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Your Rights:

Choice ~ Clarity ~ Communication ~ Confidentiality ~ Competence

Choice:

Your situation, goals, and hopes are unique. You deserve a customized financial plan that provides you with the freedom of choice. Your choices should not be limited by the types of products an advisor provides, but by the solution that solves your problem.

Clarity:

You have the right to understand your options and the why behind our recommendations. The W3 team understands the complex issues surrounding wealth can be confusing. We seek to enlighten and simplify your options so you can make financial decisions with clarity and confidence.

Communication:

You deserve an advisory team that listens intently to your concerns and understands your situation. We believe open communication to be the foundation of a successful relationship. We pledge regular, ongoing communication with you, your chosen advisors and other W3 team members.

Confidentiality:

We value the trust our clients have placed with us. Your information is held in strict confidence and is only shared with other individuals and trusted advisors with your prior knowledge and permission.

Competence:

You deserve responsible, objective advice delivered by advisors with the experience, education and ethics to serve as your advocate. W3 advisors are respectful of your boundaries of risk tolerance and mindful of your time frame for achieving goals.

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Our People

Shelby D. Morgan      Frank P. Bevilaqua II      Andrew M. Moyer

W3 Wealth Management is a team of financial advisors and staff who share a deep commitment to deliver exceptional wealth care to the clients who have placed their confidence in us.

We manage over $200 million in client assets. This information is not revealed to impress you, but to share with you the trust others have placed in our wealth management expertise.

Our diverse backgrounds, education, credentials and experience are key ingredients to the successful team approach we provide. You receive all the benefits you would expect from a large brokerage house with the high touch personalized service of an exclusive boutique firm.

Our Staff:

• Michael Vasiloff, Director of Operations
• Susan Price, Business Relations Manager
• Mickey Knight, Office Manager
• Linda Gilbert, Administrative Assistant

We share one goal ~ Excellence. Our entire W3 Wealth Management team strives to provide unparalleled service, high quality professional objectivity and independent financial planning recommendations and guidance.

Contact us for a complimentary meeting to see how we might help you.

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Locations

Click here for a google map to our Akron location.
Click here for a google map to our Warren location.

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