A complete list of active advisors currently associated with Western Reserve Wealth Management LLC

Warmer can help you find a great advisor at Western Reserve Wealth Management LLC or one who fits your needs even better.

Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), employer-sponsored retirement plans, and business entities. The firm’s investment offerings also include insurance products and annuities and it primarily implements asset-allocation–based strategies using mutual funds, ETFs and fixed income securities. The firm documents client goals and constraints in individualized Investment Policy Statements and employs a mix of fundamental analysis, modern portfolio theory, quantitative and technical methods to construct long- and short-term portfolios under discretionary authority. Accounts are reviewed at least annually and the firm affirms fiduciary obligations when advising retirement accounts. A distinctive feature disclosed in the brochure is that the firm’s principals are licensed insurance agents, which creates potential conflicts when insurance or annuity products are recommended; the firm states it mitigates this through disclosure and periodic reviews. The firm also offers pension consulting for 401(k) and similar plans—a service not commonly provided by peers—and requires clients to custody assets at a designated institutional custodian while not aggregating trades for multiple client accounts, both of which can affect trade execution and access to custodian research and services.

To learn more about the advisors currently working at Western Reserve Wealth Management 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.