Team

 

 

 

Wernick Spear Wealth Managers is an independent financial planning and wealth management firm in Northeast Ohio. With over 80 years of combined experience, we are able to offer personalized investment strategies to help clients achieve financial freedom.

Utilizing a comprehensive team approach, Wernick Spear Wealth Managers specializes in investment management, retirement planning, estate planning, tax efficiency, college funding, and insurance needs. We are dedicated to developing long-term relationships with our clients and maintain the highest level of integrity and professionalism.

Our focus on tailoring to individual needs allows us to service a wide variety of clients, including high-net-worth individuals, generations of families, business owners, corporate executives, as well as retirement plan management for companies of all sizes.

Our service model is driven by clearly defining clients’ goals, implementing customized strategies, and continuously monitoring investment portfolios. This proactive approach to holistic financial planning provides our clients with their path to financial success.

Warren S. Wernick

Managing Partner

DeAnna M. Spear

Partner

 

Jordan Rodriguez, CFP® , CEPA®

Financial Advisor

Christa Repas, CFP®

Director of Business Operations

Alex Roth

Client Services Liaison

 

Autumn Gustafson

Financial Planning Assistant

Stacie Wernick

Associate
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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)

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