Fee-Only Financial Planning For Individuals and Families
WESTERN RESERVE CAPITAL MANAGEMENT,LLC
Western Reserve Capital Management is a fee-only fiduciary registered investment advisory firm.
Offices in Hudson, New Philadelphia & Akron, Ohio. and serving clients across the country.
As your advisor, our job is to give you answers to your financial questions so that you can make educated and informed decisions about your retirement.
Our Difference
FEE-ONLY
Fee-only advisors do not sell financial products for a commission. They are only compensated by the client.
FIDUCIARY
Fiduciary responsibility is an ethical obligation for the advisor to always place the interest of the client ahead of their own.
CERTIFIED FINANCIAL PLANNER™
CFP® certification ensures your advisor is highly trained and committed to serving in the clients’ best interests.
Who We Help
Mid-Career Professionals
Whether you’re advancing in your career or seeking to optimize your financial strategy during your prime earning years, we offer personalized financial planning to help you navigate key milestones and achieve your long-term objectives.
Transitioning to Retirement
If you’re nearing retirement age and preparing for this significant life transition, we offer specialized support to help you navigate the complexities of retirement planning, ensuring a smooth and confident transition into your next chapter.
Current Retirees
For those enjoying their retirement years, we provide comprehensive financial guidance to ensure your financial security and help you make the most of your retirement savings.
WRCM’s Media Contributions:
FROM THE BLOG
Overcoming Loss Aversion in Retirement
Loss aversion is an observation that the pain we experience from a loss is twice as great as the pleasure from an equivalent gain.
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How Sequence Risk Can Impact Your Retirement
With a retirement that could last 30+ years, it is important to consider the impact that a sequence of negative investment returns early on can have on the longevity of your nest egg. Awareness of…
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