About W3 Wealth Management

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.

We have found that meeting on a regular basis to discuss our client’s wealth is the key to reducing money related stress. If they are on vacation somewhere and see on the news that crazy things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.

Meet the Team

Frank Bevilacqua II, CPA, CFP®
- Principal -
Jason Day, QKA
- Director of Business Services -
Amanda Farmer
- New Business Coordinator -
Kathy Huston
- Client Relations Associate -
Stacy Ketler
- New Business Coordinator-
Mickey Knight
- Office Manager -
Jonathan Lapine, CPA, CFP®
- Principal -
Jenna Loader
- Account Review Coordinator-
Joseph Manning, JD
- Financial Advisor -
Shelby Morgan
- Principal -
Andrew Moyer, MSW, CFP®
- Principal -
Katie Nentwick, JD
- Financial Advisor -
Paulette C. Pasquale,CFP®
- Principal -
Megan Roberts
- Director of Operations -
Janet Taylor
- Client Relations Manager -
Michael Vasiloff
- Chief Operating Officer -

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