WHETHER IT’S A BULL MARKET OR A BEAR MARKET

WE ARE HELPING YOU MOVE IN THE RIGHT DIRECTION

INGENUITY, COMMITMENT, EXPERIENCE

A proactive approach to holistic financial planning

The Wernick Spear Difference

We love the work we do and the clients we serve. Our firm is founded on relationships that span decades, which means we are with you through the highs and lows. By sharing their dreams, and current financial picture, our clients trust us with the most intimate details of their lives. We aren’t just focused on the return, we care deeply about your life.

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Independent

We are an independent firm, which means we are able to provide a comprehensive approach to financial planning without the pressure to meet sales quotas or corporate objectives. We are constantly seeking new and better ways to help you pursue your long-term goals.

Holistic Planning

We work to understand the issues that matter most to you, and embrace deep relationships and responsibility to your desired outcomes. This allows us to build a practice focused on your holistic needs, not just your assets.

Fiduciary

We are fiduciaries – it’s the most important distinction when selecting a financial advisor, yet many people have never heard the word. Why is it so important? Fiduciaries have a legal duty to act in your best interest.

Wernick Spear Wealth Managers

3401 Enterprise Pkwy Ste 220, Enterprise Place | Beachwood, OH 44122 | 216.282.3378 | Email Us

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Wernick Spear Wealth Managers and Cambridge are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AR, AZ, CA, CO, DE, FL, IL, IN, LA, MA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Wernick Spear Wealth Managers makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Cambridge’s Form CRS (Customer Relationship Summary)

Wernick Spear Wealth Managers