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Wernick Spear Wealth Managers is an independent financial planning and wealth management firm in Northeast Ohio. With over 80 years of combined experience, we are able to offer personalized investment strategies to help clients achieve financial freedom.
Utilizing a comprehensive team approach, Wernick Spear Wealth Managers specializes in investment management, retirement planning, estate planning, tax efficiency, college funding, and insurance needs. We are dedicated to developing long-term relationships with our clients and maintain the highest level of integrity and professionalism.
Our focus on tailoring to individual needs allows us to service a wide variety of clients, including high-net-worth individuals, generations of families, business owners, corporate executives, as well as retirement plan management for companies of all sizes.
Our service model is driven by clearly defining clients’ goals, implementing customized strategies, and continuously monitoring investment portfolios. This proactive approach to holistic financial planning provides our clients with their path to financial success.
Company Details
- Employees
- 5
- Address
- 3401 Enterprise Parkway,
- Industry
- Financial Services
- Website
- http://www.wswealthmanagers.com
- Keywords
- Beachwood.
- HQ
- Beachwood, OH
Wernick Spear Wealth Managers Questions
Wernick Spear Wealth Managers's website is http://www.wswealthmanagers.com
Wernick Spear Wealth Managers's LinkedIn profile is https://www.linkedin.com/company/wernick-spear-wealth-managers
Wernick Spear Wealth Managers has
5 employees.
View email and phone details for 5
employees at Wernick Spear Wealth Managers.
Wernick Spear Wealth Managers's industry is
Financial Services
Wernick Spear Wealth Managers's top competitors are
Mathile Family Foundation,
Chagrin Valley Business Strategies, Llc,
Turning Point Wealth,
Rosselot Financial Group,
Vela Investment Management, Llc,
Stratford-Cambridge Group,
Cymi Holdings,
Canal Holdings, Llc,
Boro,
Lancaster Pollard.
Wernick Spear Wealth Managers's categories are Financial Services
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Top Wernick Spear Wealth Managers Employees
-
Warren S. Wernick
Managing Partner At Wernick Spear Wealth Managers
Beachwood, Ohio, United States, United States2wfadvisors.com, icpartners.com7 +121637XXXXX
-
-
Autumn Gustafson
Financial Planning Assistant At Wernick Spear Wealth Managers
Cleveland, Ohio, United States, United States -
Christa Repas, CFP®
Director Of Operations At Wernick Spear Wealth Managers | Financial Planning, Business Operations Management
Beachwood, Ohio, United States, United States2wellsfargoadvisors.com, syr.edu
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