Overview

“We cannot control the direction of the wind, but we can adjust the sails.”
Proverb

Pivotal moments of change may have lifelong effects on your financial security.

Whether the change you are experiencing is a challenge or an opportunity, each and every life transition requires you to make a decision about money. W3 advisors help you look beyond the necessity of crunching numbers to understanding your life goals and values. In the midst of change, we help you simplify complex choices.

Following the step-by-step W3 Financial Life Planning Process, the W3 team provides a wealth of experience to help you identify what is most important to you, prioritize goals, and then break down those goals into achievable steps of consistency and perseverance.

Sometimes life is about accepting things outside our control. Sometimes it is about taking control by adjusting our sails and changing course.

We can help.



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Akron Office: 90 North Miller Road • Akron, Ohio 44333 • Phone 330.836.3805 • Toll Free 866.237.2209 • Fax 330.836.3812 Warren Office: 1950 Niles-Cortland Road N.E. • Warren, Ohio 44484-1055 • 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.