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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 -
John Bates
- Financial Planning Intern -
Frank Bevilacqua II, CPA, CFP®
- President & CEO -
Stephen M. Catalano
-Managing Partner-
Jean Marie Daley
- Financial Advisor -
Amanda Farmer
- New Business Coordinator -
Ruth Franklin
- Executive Assistant -
Ryan Glinn, CFP®, MBA, , CLTC®
- Financial Advisor -
Kathy Huston
- Client Relations Associate -
Stacy Ketler
- New Business Coordinator-
Mickey Knight
- Office Manager -
Andrew Lamb
–Financial Advisor –
Jonathan Lapine, CPA, CFP®
- Principal -
Jenna Loader
- Paraplanner -
Kathy McGrath CFP® ADPA®
- Principal -
Joseph Manning, JD
- Financial Advisor -
Shelby Morgan
- Principal -
Shelby Mulverhill
- Paraplanner -
Paulette C. Pasquale,CFP®
- Principal -
Megan Roberts
- Director of Operations -
Jessie Roos
- Marketing-
Bill Schiffman, CPA, PFS
- Principal -
Stephanie Seese
- Client Success Associate -
Ben Severence
Financial Officer
Christie Ann Thompson
- Financial Planning Associate -
Amy Vaccaro
- Executive Assistant -
Michael Vasiloff
- Chief Operating Officer -
Irene Zurowski, CFP®, CRPS®
-Director of Business Services-

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