Our Story
Wernick Spear Wealth Managers
an independent financial planning and wealth management firm in Northeast Ohio.
With over 100 years of combined experience, we offer personalized investment strategies to help clients achieve financial freedom. Utilizing a comprehensive team approach, our firm specializes in investment management, retirement planning, estate planning, college funding, and risk management.
Our focus on tailoring to individual needs allows us to service a wide variety of clients, including high-net-worth individuals, generations of families, as well as retirement plan management for companies of all sizes. Our service model is driven by clearly defining clients’ goals, implementing customized strategies, and continuously monitoring investment portfolios. This proactive approach to holistic financial planning provides our clients with their path to financial success.
Gender Diversity
Clients need advisors who can relate to their unique circumstances and who they can identify with. We serve a diverse range of individuals, and have a diverse staff to match.
Chief Investment Officer
Concierge level investment management requires human oversight. We have a designated Chief Investment Officer (CIO), whose primary objective is the continual review of current investments as well as the search for new solutions to meet our clients’ needs.
National Presence
We have clients in 25 states and counting.
Professional Designations
For more than 30 years, the Certified Financial Planner™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first. That’s why partnering with a CFP® professional gives clients confidence today and a more secure tomorrow.