Warren brings more than three decades of experience advising high-net-worth individuals, families, and institutions in the private wealth management industry. As Managing Partner and Private Wealth Advisor at Wernick Spear Wealth Managers, he is responsible for guiding the firm’s strategic direction while maintaining a deeply hands-on role in client relationships. He is known for his disciplined investment philosophy, thoughtful counsel, and ability to provide clarity in complex financial environments.

Warren’s approach to wealth management is highly analytical and research-driven, grounded in a bottom-up investment discipline that emphasizes the careful evaluation of individual securities and portfolio construction. He works closely with clients to design and manage customized investment strategies tailored to their long-term objectives, risk tolerance, and broader financial picture. His process is centered on identifying high-quality opportunities while maintaining a strong focus on risk management, consistency, and long-term performance.

He specializes in working with high-net-worth individuals and families, helping them navigate the complexities that come with significant wealth. Warren partners with clients to develop integrated strategies that address retirement planning, income needs, tax-efficient investing, and long-term wealth preservation. He also provides guidance around estate considerations and multigenerational wealth planning, ensuring that clients’ financial strategies remain aligned with their legacy goals.

Warren serves in an advisory capacity for individual, corporate, charitable, and trust relationships across the country. He is deeply committed to maintaining a high level of engagement with clients through proactive communication and structured review processes, helping them stay informed and confident in their financial decisions. His ability to combine technical expertise with practical, experience-based insight has been a defining strength throughout his career.

In addition to his client work, Warren remains actively involved in the broader community. He is a corporate partner of the American Red Cross, MedWish, and the Cuyahoga Community College Foundation, supporting these organizations through special events, consulting, and pro bono investment planning services.

Warren holds FINRA Series 7, 63, and 66 registrations and earned his bachelor’s degree in economics from The Ohio State University, where he remains an active alumnus and is recognized as a member of the President’s Club.

Outside of the office, Warren enjoys traveling, attending concerts and sporting events, and collecting memorabilia. A lifelong Buckeye fan, he remains closely connected to his alma mater. Warren resides in Solon, Ohio, with his wife and their dog, Kyrie. Their son, Daniel, lives in Los Angeles, and their daughter, Claire, resides in New York City.