When you partner with a full-service financial planning and accounting firm that offers both wealth management and business accounting services, you get access to one team that keeps a finger on the pulse of your complete and clear financial picture. Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams are here to tailor a plan that aligns with your financial goals. We respect existing relationships and welcome the opportunity to complement your current financial strategy. With W3, you can get your business finances in order for the present day, and your retirement fund set up for peace of mind about the future.
Choose strategic planning and management today for a more streamlined financial future. Your vision for success becomes our mission.
We work hard to provide objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication. We believe that by educating and regularly communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested.
Our staff, which includes specialists in every area of expertise relating to our multiple service areas, takes a teamwork approach by listening to our clients’ questions and problems and then taking every step necessary to ensure timely and meaningful solutions.
In all endeavors, we seek to add value to your business and personal planning through responsive, efficient, and ongoing services. By using cohesive operational principles and cultivating partnered relationships, we become an objective resource and valued part of our clients’ organizations and families to help lead them toward a brighter financial future.
Our advisors and consultants have one goal in mind: to help clients find financial clarity and feel secure and confident in their business and personal financial situations. Learn more about the dedicated professionals behind W3 Financial Group.
Guided by this principle, we are dedicated to delivering unparalleled, full-service financial planning and accounting solutions. Our commitment extends beyond numbers; it is about empowering clients with financial clarity. We strive to illuminate the path to success, helping individuals and businesses navigate the complexities of their financial landscapes. We aim to transform our clients’ aspirations into tangible realities through personalized guidance, strategic insights and unwavering support.
We take a logical, strategic approach to help clients succeed. It begins with gaining a deep understanding of where you have been, where you are today, and where you want to be in the future. Here’s what you can expect from us:
Our goal is to construct a foundation of understanding and chemistry with you.
A thorough examination of your needs will provide us with the roadmap necessary to achieve your goals and provide clarity.
We tailor each strategy based on your time frame and desired outcomes.
Our primary job is to make sure our execution matches your expectations.
Service doesn’t stop after the initial engagement. Information continues to flow both ways for a successful partnership.
In the late ’60s, friends Ron Winer and Frank Bevilacqua envisioned owning a CPA firm. After separate paths post-college, they reunited in 1980 to establish Winer + Bevilacqua with a commitment to superior service. By 2001, banks were selling insurance, law firms were setting up in-house units to offer investments, and accounting firms were expanding consulting services to include wealth management. Seeing these industry changes play out, Frank Bevilacqua II and Shelby Morgan launched W3 Wealth Management. Over a decade, W3 expanded, acquiring four regional firms and offering retiring principals a smooth transition.
In 2018, Winer + Bevilacqua and W3 Wealth Management joined forces to acquire their fifth enterprise, Schiffman Grow & Company and SG Financial Services. Winer + Bevilacqua changed its name to W3 Global Accounting to reflect its continuing expansion through the acquisition of other similar CPA practices in the region.
Today, W3 Financial Group (comprised of W3 Global Accounting and W3 Wealth Management) is now positioned as one of the largest and fastest-growing independent business consulting and financial services practices in Ohio. Headquartered in Akron, Ohio, we maintain offices in Akron, Westlake and Worthington, Ohio, and Ashburn, Virginia.
At W3, our name is more than just an acronym – it’s a reflection of our core values and guiding principles. W3 stands for Wisdom, Wealth, and Worth, and these values are at the heart of everything we do.
Ready to put us to work to help achieve your financial goals? It starts with a deep understanding of your situation and aspirations for the future. Contact us today to get started with a free consultation!
Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
