Who We Are
Independent CFP® Professionals Committed to Your Best Interests in Northeast Ohio.
We are confident that our team-based approach enables us to deliver the highest level of service. By leveraging the collective expertise and diverse perspectives of our experienced professionals, we strive to provide innovative and comprehensive solutions to every financial challenge you may face.
Meet our Northeast Ohio financial planning team
Who You’ll Be Working With
James C. Sexton III, CFP®, CFS
Financial Planner
As a partner at Western Reserve Capital Management, LLC, James C. Sexton III plays a vital role in driving the firm’s success. His responsibilities span a wide range of areas, but his primary focus is on delivering exceptional client experiences.
Gage Paul CFP®, RICP®, EA
Financial Planner
As a partner at Western Reserve Capital Management, LLC, Gage plays a vital role in driving the firm’s success. He is responsible for managing key aspects of client relationships and firm operations, with a focus on delivering exceptional client experiences.
Megan Leet
Executive Assistant
Megan Leet serves as Executive Assistant at WRCM, a fee-only financial advisory firm in Hudson, OH. With a keen eye for detail and exceptional organizational skills, Megan ensures seamless day-to-day operations, allowing our financial advisors to focus on delivering personalized guidance to clients.
The Extended Team Behind Our Firm
While we’ve intentionally kept our firm small to deliver exceptional personalized service, we’ve strategically cultivated a network of experts who augment our capabilities. This network allows us to tap into a depth and breadth of knowledge that rivals larger firms, ensuring you receive comprehensive guidance and support.
Insurance Experts
Accountants
Attorneys
Mortgage / Banking Experts
Charitable Giving Experts
Ready For Retirement?
If you are within 5 years of retirement, we can help you answer the question, “Can I Afford to Retire?” We can sit down with you to explore if you are prepared for retirement. We can also help create a plan forward to meet your retirement goals and dreams.