Financial Planning

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

Investment Management

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

Business Financial 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.


Business Valuation

Nothing less than the best business valuation services — whether it’s a business sale, practice merger or litigation scenario.

Business Advisory & Consulting

We can help you move forward with confidence when the big decisions roll around.


Our tax experts proactively identify the best possible route for your organization to avoid tax setbacks and achieve the lowest minimum tax.

Retirement Plan Services

We help businesses identify and plan for new leadership, establish company pension and benefit plans, and more.

Information Technology Services

Our Technology Services can manage your IT needs from top to bottom so they’re efficient and secure.


W3 Global Accounting is a proactive, full‐service CPA firm that has been serving individuals and businesses for over 30 years. Everything we do is to help you make the most of your money, and keep more of it, too. Nothing less.

Business Advisory & Consulting Tax
Accounting & Audits Business Valuation
Retirement Plan Services Information Technology Services

Wealth Management

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 Investment Management
Business Financial Services Risk Management