TOP 30 Family office in Westlake, Ohio

Turning Point Wealth is a leading finance institution located in Westlake, Ohio. Our team of experienced financial advisors is dedicated to helping clients navigate the complexities of wealth management and achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, Turning Point Wealth offers personalized solutions tailored to your unique needs. Visit us at 23550 Center Ridge Road to start your journey towards financial success today.

Merrill Lynch Financial Advisor Steven Wickstrom is a reputable finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. With a focus on providing expert financial advice and services, Steven Wickstrom and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Steven Wickstrom is dedicated to helping you navigate the complex world of finance with confidence. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Brian's Furniture is a local, family-owned and operated furniture store located at 30808 Center Ridge Road in Westlake, Ohio. Specializing in home goods and custom furniture, Brian's Furniture offers a wide selection of high-quality pieces at affordable prices. During their President's Day Sale, customers can save 15% off all regularly priced Norwalk Furniture upholstery. From beautiful white material Brighton 2pc. Sectionals to custom-made pieces designed to fit your unique style, Brian's Furniture has something for everyone.

Beach Wealth Planning Partners of Raymond James is a finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. As a trusted partner in financial planning, they offer a wide range of services to help individuals and families achieve their wealth management goals. With a team of experienced professionals, Beach Wealth Planning Partners provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, they are committed to providing expert guidance and support every step of the way. Visit Beach Wealth Planning Partners of Raymond James today to start planning for a secure financial future.

Ray Glinka is a financial advisor at Ameriprise Financial Services, LLC located at 1991 Crocker Road, Westlake, Ohio, United States. With a focus on finance, Ray Glinka offers complimentary initial consultations to discuss financial planning concepts with residents of select states where he is properly registered. Clients can expect personalized advice and guidance on achieving their financial goals. The institution provides a Client Relationship Summary Disclosure for transparency and offers insights on stock market trends and future financial results. Ameriprise Financial Services, LLC prioritizes privacy and security for all clients and adheres to strict website rules and regulations. Referrals are welcomed, and friends and family members can expect to hear from Ray Glinka soon to begin their financial journey.

Valor Capital Management is a leading finance institution located at 30400 Detroit Road in Westlake, Ohio, United States. With a team of experienced professionals, Valor Capital Management offers a wide range of financial services including investment management, wealth management, and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Valor Capital Management is dedicated to helping you achieve your financial goals. Trust in Valor Capital Management to provide expert guidance and personalized solutions to help you secure your financial future.

Creative Wealth Associates is a leading finance institution located at 27865 Clemens Road in Westlake, Ohio, United States. We specialize in providing innovative and personalized financial solutions to help our clients achieve their wealth management goals. Our team of experienced professionals is dedicated to creating customized strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Creative Wealth Associates is committed to helping you build and preserve your wealth for the future. Contact us today to schedule a consultation and take the first step towards financial success.

David Criss is a premier finance institution located at 30159 Detroit Road in Westlake, Ohio, United States. With a reputation for excellence and a commitment to providing top-notch financial services, David Criss is a trusted partner for individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, the experienced team at David Criss is dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.

Hageman Masters Group at Morgan Stanley is a prestigious financial institution located in Westlake, Ohio. With a focus on providing top-notch wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, we are here to provide personalized solutions tailored to your needs. Visit us at 159 Crocker Park Boulevard to learn more about how we can help you navigate the complexities of the financial world and secure your financial future.

Jeffrey Brausch - RBC Wealth Management Financial Advisor is a finance institution located at 2 Equity Way in Westlake, Ohio, United States. With a focus on providing personalized financial advice and wealth management services, Jeffrey Brausch and his team at RBC Wealth Management work closely with clients to help them achieve their financial goals. Whether it's retirement planning, investment strategies, or estate planning, clients can trust in the expertise and experience of Jeffrey Brausch to guide them towards a secure financial future.

Shore West Financial Group is a finance institution located at 2 Equity Way in Westlake, Ohio, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Shore West Financial Group can help you reach your financial objectives.

Sofka Wealth Management of Raymond James is a premier financial institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. With a focus on providing personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we offer tailored solutions to meet your needs. Trust Sofka Wealth Management of Raymond James to provide expert guidance and support as you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Chelsea A Stockhaus is a reputable finance institution located at 26600 Detroit Road in Westlake, Ohio, United States. As a dedicated financial advisor, Chelsea A Stockhaus provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a strong commitment to client satisfaction and expertise in the field of finance, Edward Jones - Financial Advisor: Chelsea A Stockhaus is a trusted partner for individuals and businesses looking to secure their financial future. Contact us today to schedule a consultation and start planning for a brighter financial tomorrow.

Drew Roggenburk - RBC Wealth Management Branch Director is a finance institution located at 2 Equity Way in Westlake, Ohio, United States. As a branch director, Drew Roggenburk oversees the operations and services provided by RBC Wealth Management to clients in the area. With a focus on wealth management and financial planning, this institution offers personalized investment strategies and guidance to help individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Drew Roggenburk and his team are dedicated to providing expert advice and support.

The Duffy Wealth Management Group is a leading finance institution located at 2 Equity Way in Westlake, Ohio, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning, investment management, and retirement planning, we strive to empower our clients to make informed decisions about their finances. Contact us today to learn how we can help you secure your financial future.

Michael Vulku is a Financial Advisor at Ameriprise Financial Services, LLC located at 2035 Crocker Road in Westlake, Ohio, United States. Michael holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Michael's expertise in asset management, retirement planning, estate planning, investment strategies, and more. As a trusted financial advisor, Michael is committed to providing personalized financial guidance to individuals, retirees, small business owners, and high net worth clients. Contact Michael Vulku at Ameriprise Financial Services, LLC for comprehensive financial planning services tailored to your unique needs.

Patricia Kelley, CDFA, CIMA - UBS Financial Services Inc. is a reputable finance institution located at 2055 Crocker Road in Westlake, Ohio, United States. Specializing in financial planning and investment management, Patricia Kelley, along with her team, provides personalized and comprehensive financial solutions to help clients achieve their goals. With a focus on wealth management, retirement planning, and estate planning, Patricia Kelley, CDFA, CIMA - UBS Financial Services Inc. is dedicated to helping individuals and families secure their financial future.

Merrill Lynch Financial Advisor W Lyle Cox is a finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Headquartered in Northeast Ohio, CLE Wealth Management has a team of 9 members who have been entrusted with over $1.3B in assets as of February 2024. They provide customized advice and guidance to corporate executives, business owners, and affluent families, focusing on risk-adjusted performance relative to long-term goals. The institution offers personalized wealth management services tailored to each client's unique financial situation, goals, and priorities. They provide access to a wide range of financial solutions, investment guidance, and resources, and work closely with other professionals, such as attorneys and accountants, to help clients pursue their goals. The team is committed to building strong client relationships based on trust and personalized service, and they use the global resources of Merrill to create flexible strategies aligned with changing market conditions. The institution is dedicated to helping clients achieve their goals through thoughtful investment guidance and personalized wealth management strategies.

Bill Theis - Raymond James is a reputable finance institution located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. With a focus on providing top-notch financial services, the institution offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The experienced team at Bill Theis - Raymond James is dedicated to providing personalized and professional service to each client, ensuring that their financial needs are met with expertise and care. Whether you are looking to invest for the future or plan for retirement, Bill Theis - Raymond James is a trusted partner in helping you navigate the world of finance.

Wells Fargo Advisors is a leading financial institution located at 226 Crocker Park Boulevard in Westlake, Ohio, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing expert guidance and support to clients seeking to build and manage their wealth effectively. Whether you are planning for retirement, investing for the future, or looking for financial advice, Wells Fargo Advisors is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Clark Wealth Management is a finance institution located at 24481 Detroit Road in Westlake, Ohio, United States. Every family, individual, and business is unique, which is why we tailor our services to reflect our clients' risk profiles, not just their advisors. Our team partners with professionals across the country who specialize in various aspects of financial planning, including asset allocation, insurance, and long-term care. Founded by Steve, a seasoned professional with 40 years of experience in insurance and financial services, Clark Wealth Management is a family practice that prides itself on providing a personal touch to each client interaction. Steve's son, Jonathan, brings 15 years of experience to the table as an Investment Advisor Representative. Together, they have built a diverse clientele of retirees, business owners, and individuals, offering personalized services tailored to each client's unique needs.

John Desmarteau is a reputable finance institution located at 30159 Detroit Road in Westlake, Ohio, United States. With a commitment to providing top-notch financial services, John Desmarteau offers a wide range of solutions to meet the needs of individuals and businesses alike. From wealth management to investment advice, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit John Desmarteau today to experience personalized service and expert financial guidance.

Trecaso Law LLC is a reputable law firm located at 27540 Detroit Road in Westlake, Ohio, United States. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, our experienced team of attorneys is dedicated to providing top-notch legal representation and personalized attention to each client. With a track record of success and a commitment to achieving the best possible outcomes for our clients, Trecaso Law LLC is a trusted choice for those in need of legal assistance in the Westlake area. Contact us today to schedule a consultation and learn how we can help with your legal needs.

Justin D. Gould Law, LLC is a reputable law firm located at 159 Crocker Park Boulevard in Westlake, Ohio, United States. Specializing in various areas of law, the firm is dedicated to providing high-quality legal services to its clients. With a team of experienced and knowledgeable lawyers, Justin D. Gould Law, LLC is committed to delivering personalized solutions and achieving successful outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, you can trust the professionals at Justin D. Gould Law, LLC to handle your case with professionalism and expertise.

Nee Law Firm, LLC is a reputable law firm located at 26032 Detroit Road in Westlake, Ohio, United States. Specializing in various legal matters, our team of experienced lawyers provides expert guidance and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, Nee Law Firm, LLC is here to assist you every step of the way. Contact us today to schedule a consultation and see how our dedicated team can help you achieve your legal goals.

Solomon, Steiner & Peck, Ltd. is a trusted law firm located at 1991 Crocker Park in Westlake, Ohio, United States. Since 1993, our team of talented attorneys has been providing exceptional legal representation to clients in the greater Cleveland community. Whether you need assistance with business law or estate planning, we are dedicated to helping individuals, families, and business owners navigate a wide range of legal issues. Our goal is to treat every client with patience, compassion, honesty, and respect, just like we would our own families. Testimonials from our clients speak to the quality of service we provide, with praise for our expertise in elder care/family law, Medicaid applications, and other legal matters. Our staff is commended for being professional, understanding, and helpful throughout the legal process. Whether you are a first-time client or a returning one, we strive to provide outstanding legal services and peace of mind to all those we serve.

McNamee & Co. is a reputable law firm located at 24610 Detroit Road in Westlake, Ohio. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, family law matters, or business disputes, we are here to help. With a strong track record of success and a commitment to client satisfaction, McNamee & Co. is the go-to choice for legal representation in the Westlake area. Contact us today to schedule a consultation.

Gary Coloian, DDS is a reputable dental institution located at 29160 Center Ridge Road in Westlake, Ohio, United States. Dr. Gary Coloian and his team specialize in providing high-quality dental care to patients of all ages. With a focus on preventive care and patient education, they strive to help individuals achieve and maintain optimal oral health. Services offered at Gary Coloian, DDS include routine cleanings, fillings, crowns, and cosmetic procedures. Patients can expect a warm and welcoming environment where their dental needs are met with personalized care and attention. If you are looking for a trusted dentist in the Westlake area, Gary Coloian, DDS is the place to go.

Dr. David Lasalvia is a reputable dental institution located at 26600 Detroit Road in Westlake, Ohio. As a trusted provider of dental health services, Dr. Lasalvia and his team are dedicated to providing top-quality care to their patients. With a focus on oral health and wellness, the institution offers a wide range of dental services including routine cleanings, fillings, crowns, and more. Patients can expect a professional and friendly environment where their dental needs are met with expertise and compassion. Visit Dr. David Lasalvia for all your dental care needs in Westlake, Ohio.

Woods Daniel L DDS is a reputable dental institution located at 24525 Detroit Road in Westlake, Ohio, United States. Dr. Daniel L Woods and his team provide top-quality dental care in a welcoming and comfortable environment. From routine cleanings to cosmetic procedures, patients can expect personalized and compassionate treatment. With a focus on promoting oral health and overall well-being, Woods Daniel L DDS is a trusted choice for all dental needs.