Stephen M. Catalano

Managing Partner & Financial Advisor

As a managing partner and financial advisor at W3, Steve Catalano’s top priority is empowering clients to reach their financial goals and objectives. Steve is deeply involved with W3’s leadership team, helping to elevate the client experience that defines the firm’s standard of service.

Education & Professional Designations

Miami University class of 1995 – (Major) B.S.B.A. in Finance
Miami University class of 1995 –(Minor) International Business.
Evans Scholars Recipient – Miami University
Thirty for the future – 2011 Award Recipient
Licenses – Series 7, 65, and 63 and SIE

Memberships & Community Involvement

Western Golf Association of Evans Scholars Foundation, Director
Fairlawn Area Chamber of Commerce – Past
Grace Church – Financial Peace Education Coordinator & Volunteer-Past
Copley Fairlawn Schools Foundation Catalano Memorial Scholarship
Habitat for Humanity – Volunteer

Contact Information

Email Address: Scatalano@w3wealth.com Phone Number: 330-836-3805

Our Goals for Every Client Partnership

Provide Clarity

Whether you’re seeking meticulous accounting services or strategic wealth management, our dedicated teams help you maintain a complete and clear financial picture.

Remain Objective

We work hard to provide objective, proactive advice and insight based on our team’s combined decades of experience to keep you compliant and on track with your goals.

Establish Trust

When you partner with W3, we ensure an absolute commitment to you and your business. We don’t just forge financial pathways, but lasting relationships as well.

Reduce Uncertainty

Feeling uncertain about how and why your money is invested? We erase the question marks with regular communication, check-ins and market updates.

Your vision for success becomes our mission.

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. Our specialists take a teamwork approach by listening to our clients’ questions and problems and then taking every step necessary to ensure timely and meaningful solutions that push the needle on short- and long-term goals.

When you partner with W3 Financial Group, you can feel confident that you’ve found a team that’s 100% committed to you and your financial journey.

Meet Our Team

Our team of client service administrators and financial officers, advisors, and paraplanners love what they do, and they love working at W3 Financial Group. Once you meet them, we think you’ll love working with us, too.

Get Started with W3 Financial Group

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!