Wealth Management: Power of Choice

Power of Choice

Build wealth on your terms. You deserve the power of choice when deciding on a personal path to financial independence and security. Your investment choices should not be limited by the types of products an advisor provides, but by the solution that solves your problem.

FEE BASED PLUS PROGRAM

Unlike fee-only firms which are limited to money management, W3 Wealth Management is a full service, independent firm, that believes in using every available planning tool to create a customized financial plan that will best fill your needs. Our goal is to reduce risk and tax consequences while increasing your financial peace of mind. We do not believe in limiting your freedom of choice.

Rather than outsource needs other than money management to a different planner who may not be as familiar with your goals, dreams and tolerance for risk as we are, W3 provides comprehensive wealth management. Your needs may include insurance protection or investments specifically designed to provide a lifetime of retirement income you cannot outlive. We can help.

Contact us for a no-cost, no-obligation meeting to see how our services meet your needs.


 

Wealth Management: Power of Choice

W3 Planning Process  |  Power of Choice  |  Investment Management  |  Building & Protecting Wealth

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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.