Wernick Spear Wealth Managers

Wernick Spear Wealth Managers is an independent financial planning and wealth management firm in NE Ohio. With over 75 years of combined experience, we are able to offer personalized investment strategies to help clients achieve financial freedom. Utilizing a comprehensive team approach, we specialize in investment management, retirement planning, estate planning, tax efficiency, college funding, and insurance needs. 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.