To achieve financial security and independence, you need more than traditional financial advice. At
McGervey Wealth Management, you get full-service investment management and ongoing financial planning direct from experts. That means no outsourcing, no cookie-cutter advice and no extra layers of fees.
Financial planning is not a one-time event. That’s why with the McGervey MethodTM, you’ll get proactive, continuous help. And not just with your investments; our service includes wealth planning, cash flow forecasting, tax and estate planning, social security optimization, college funding and more. When you’re ready to put uncertainty behind you, we’re ready to get to work.
Many financial advisors outsource, meaning your money is managed by someone you’ll never meet. Instead, you’ll work directly with our experienced money managers for investing and CERTIFIED FINANCIAL PLANNERTM professionals for financial planning. You’ll get custom strategies tailored to your needs, so you’ll feel more in control.
As your wealth increases, your financial life usually becomes more complex. We’re here to help you optimize every part of your finances, so you’ll experience compounded benefits and see measurable results. As a result, you’ll feel organized and confident.
Most aspire to financial independence, but few achieve it. Continuous, proactive attention makes the difference. Your financial plan won’t just sit on a shelf. Instead, we’ll be actively working on managing risk, reducing taxes, and maximizing your cash flow, finding better ways to help you achieve your goals.
Our Complimentary Guide from McGervey Wealth Management
When your portfolio reaches $500K, learn about the Top 5 Money Moves to Make.
McGervey Wealth Management is a financial advisory firm serving clients both nationally and locally in the Canton, Akron, and Cleveland, Ohio regions. Specializing in financial planning, investment management, business planning, retirement and legacy planning, we’re passionate about helping you achieve your financial goals.
This site does not intend to make an offer or solicitation for the sale or purchase of any securities. All investments involve risk. Be sure to consult with a professional tax and/or investment advisor before implementing any strategy mentioned on this site.