What We Do

Life is complicated. We Simplify.

When you engage Western Reserve Capital Management to assist you and your family, you are employing a firm that recognizes each client is unique and at a specific stage in his or her life. We think it’s important to look at who you are, what you have accomplished, and where you want to go. Only after we have done this, do we draft and execute a long-term plan that is uniquely designed to help support the life you want to live. 

Once your long-term plan is in place, our role as administrators of your retirement and estate plans begins. In that role, we can coordinate with your other financial professionals while we monitor and manage your long-term investment portfolios and cash flow needs. 

We'll meet quarterly to review our actions and explain, in detail, the progress you've made to support the life you want to live.  Moreover, our advice to you is not limited to the assets that we manage - we are available to assist you in all of your financial matters. Ultimately; however, you can rely on us not just to advise you, but more importantly, to help to reduce complications and simplify your life.