Financial Life Planning | Investment Management | Retirement Planning | Business Succession Planning | Accounting Services 

If you have the ability to live a life of choice, free from financial fear, uncertainty, and doubt without jeopardizing tomorrow'​ legacy, then you are truly wealthy. We specialize in the process it takes to get there. We are an integrated team of financial specialists with decades of experience in helping people prepare for and successfully retire. Our number one priority is frequent communication. 

We realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested. We have found that meeting on a regular basis to discuss our clients'​ wealth is the key to reducing money-related stress. If they are on vacation somewhere and see on the news that things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.

Fee-Based Planning is offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management is offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities are offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.  Third-party posts do not reflect the views of ValMark Securities or W3 and have not been approved prior to posting. 

Investment Management

Accounting

W3 Financial Group, LLC

Frank Bevilacqua

Edward Skelly

Stephen Catalano

Alicia Lazzaro

Michael Vasiloff

Ben Gommel

The Leadership Team at W3 Financial Group, LLC is responsible for setting the strategic vision and direction of the company, ensuring alignment across all financial services offered. This team of seasoned professionals collaborates to enhance client communication, drive innovation in financial planning, and maintain operational excellence, all while fostering a culture of education to minimize client anxiety regarding investment decisions. Their leadership prioritizes proactive planning and cohesive teamwork to guide clients toward achieving their financial goals.

Leadership Team

Accounting and Financial Services

Leadership Team

About

Team members

Other teams at W3 Financial Group, LLC

Accounting and Financial Services