A complete list of active advisors currently associated with Gem-Young Wealth Advisors, LLC

Warmer can help you find a great advisor at Gem-Young Wealth Advisors, LLC or one who fits your needs even better.

Gem-Young Wealth Advisors, LLC provides portfolio management, financial planning, and advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and corporations or business entities. The firm offers both one‑time financial planning (gWealth Select) and ongoing portfolio management (gWealth Premier), and it generally charges asset‑based fees for portfolio management. The firm documents client objectives in an Investment Policy Statement and manages accounts on a discretionary basis, employing fundamental analysis and both long‑ and short‑term trading approaches. As part of its services GYWA conducts due diligence and may allocate client assets to third‑party managers, with ongoing performance reviews of those managers. Notable distinctions in the brochure include an ownership connection to Gem‑Young Insurance and Financial Services Inc. and an explicit use of insurance products (including annuities) among acceptable investments. The brochure also discloses fee‑sharing arrangements with named third‑party managers (e.g., Ladenburg Thalmann and AssetMark), a requirement that clients use the firm’s recommended custodian (TD Ameritrade), and policies on personal trading and potential soft‑dollar benefits.

To learn more about the advisors currently working at Gem-Young Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Leo Daprile	Canfield, OH	42
Stephen Daprile	Canfield, OH	7
Kelly Vinopal	Canfield, OH	2

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