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Wernick Spear Wealth Managers logo — Holistic Financial Planning

Wernick Spear Wealth Managers

Holistic Financial Planning

Founded 2008 United States Beachwood, United States 5 employees Financial Services, Insurance +1

General Information

Company Name Wernick Spear Wealth Managers
Founded Year 2008
Location United States Beachwood, United States
Founders / Decision Makers
Team member
Employees 5
Industries Financial Services, Insurance, Wealth Management
Social

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About Wernick Spear Wealth Managers

Wernick Spear Wealth Managers is an independent financial planning and wealth management firm in Northeast Ohio, founded in 2008. With a slogan of "Holistic Financial Planning," the company boasts over 80 years of combined experience and offers personalized investment strategies to help clients achieve financial freedom. Specializing in Financial Services, Insurance, and Wealth Management, the firm's comprehensive team approach focuses on investment management, retirement planning, estate planning, tax efficiency, college funding, and insurance needs. Wernick Spear Wealth Managers is dedicated to developing long-term relationships with clients, serving a wide variety of clients including high-net-worth individuals, generations of families, business owners, corporate executives, and companies of all sizes for retirement plan management. The service model revolves around clearly defining clients’ goals, implementing customized strategies, and continuously monitoring investment portfolios. This proactive approach to holistic financial planning provides clients with their path to financial success, maintaining the highest level of integrity and professionalism throughout. Currently, there is no publicly disclosed information regarding their last investment and associated investors.

Business keywords: financial planning, investment management, retirement planning, estate planning, tax efficiency, insurance needs, high-net-worth individuals, family wealth management, business owners, corporate executives, retirement plan management, comprehensive team approach, long-term relationships, financial success

No funding data available for Wernick Spear Wealth Managers yet.

Wernick Spear Wealth Managers Alternatives & Competitors

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Wernick Spear Wealth Managers vs
One Wealth
One Wealth United States

Not your grand daddy's financial planning firm.

14 employees
Financial Services, Insurance
Wernick Spear Wealth Managers vs
jch: kingswood investment management
jch: kingswood investment management United Kingdom

Financial Planners and Wealth Managers

4 employees
Finance, Financial Services
Wernick Spear Wealth Managers vs
First Choice Wealth & Retirement
First Choice Wealth & Retirement United States

A holistic, team-based approach to wealth management & retirement planning incorporating estate plan...

10 employees
Financial Services, Insurance
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FAQ About Wernick Spear Wealth Managers

Holistic Financial Planning
Wernick Spear Wealth Managers was founded in 2008.
Wernick Spear Wealth Managers is headquartered in Beachwood, United States.
Wernick Spear Wealth Managers operates in Financial Services, Insurance and Wealth Management. Its work centres on financial planning, investment management, retirement planning and estate planning.
Wernick Spear Wealth Managers has approximately 5 employees.
Top alternatives and competitors to Wernick Spear Wealth Managers include One Wealth, jch: kingswood investment management, First Choice Wealth & Retirement, KB Financial, a OneDigital Company, Ambition Finserve Private Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Wernick Spear Wealth Managers and One Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Wernick Spear Wealth Managers, https://bouncewatch.com/company/wernick-spear-wealth-managers, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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