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.