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

Chris Alekna-Lewis

- Client Relations Associate -

RC Arseneau
- Principal -
Frank Bevilacqua II, CPA, CFP®
- President & CEO -
Jean Marie Daley
- Private Client Associate -
Amanda Farmer
- New Business Coordinator -
Ryan Glinn, CFP®, MBA, , CLTC®
- Financial Advisor -
Christine Gohring

- Private Client Associate -

Kathy Huston
- Client Relations Associate -
Stacy Ketler
- New Business Coordinator-
Kelley King, CLU, ChFc
- Principal -
Mickey Knight
- Office Manager -
Andrew Lamb
–Financial Advisor –
Jonathan Lapine, CPA, CFP®
- Principal -
Jenna Loader
- Paraplanner -
Joseph Manning, JD
- Financial Advisor -
Shelby Morgan
- Principal -
Allison Mouse
- Digital Media &
Print Content Liaison -
Andrew Moyer, MSW, CFP®
- Principal -
Shelby Mulverhill
- Paraplanner -
Paulette C. Pasquale,CFP®
- Principal -
Megan Roberts
- Director of Operations -
Bill Schiffman, CPA, PFS
- Principal -
Janet Taylor
- Client Relations Manager -
Christie Ann Thompson
- Financial Planning Associate -
Michael Vasiloff
- Chief Operating Officer -
Irene Zurowski, CFP®, CRPS®
-Director of Business Services-

Redirection Notice

You have clicked a link that will redirect you to 3rd party website.

You will be redirected to

Click the link above to continue or CANCEL

FINRA Broker Check