It's Time…

To Focus on Your Future.

W3 Wealth Management is an experienced, full-service financial planning firm in Ohio. We have been helping people prepare for and successfully retire for over 30 years.

Financial Planning

We begin with identifying your goals, then we help you achieve them.

Business Services

You've worked hard to build your business. Now let's focus on the rewards of your successes.

Risk Management

Preparing for retirement has its unexpected hurdles. Our goal is to help you scale them.

Investment Management

Life has its little ups and downs. We help prepare you for the worst but plan for the best.

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 is invested.

Your W3 Advisors

Shelby Morgan
- Principal -
Frank Bevilacqua II, CPA, CFP®
- Principal -
Andrew Moyer, MSW, CFP®
- Principal -
Jonathan Lapine, CPA, CFP®
- Principal -
Paulette C. Pasquale,CFP®
- Principal -
Joseph Manning, JD
- Financial Advisor -
Katie Lott, JD
- Financial Advisor -
Chris Olson, CLU, ChFC
-Insurance Advisor-
Jason Lukz
- Financial Advisor -
Michael Vasiloff
- Chief Operations Officer-

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