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W3 Financial Group

EST. AUM
$100,000,000

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Firm Details

Metro area Cleveland
CRD Number 129549
Website w3financialgroup.com
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Overview

W3 Wealth Advisors, LLC is an independent state-registered investment advisory firm headquartered in Akron, Ohio, operating as the wealth advisory arm of W3 Financial Group. Led by Principal and Chief Compliance Officer Frank Bevilacqua, CFP®, the practice integrates wealth management with tax and accounting services to deliver holistic financial planning. The firm specializes in personalized asset allocation, pension consulting, retirement accumulation, tax minimization strategies, and legacy planning for individuals, families, and business owners.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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