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About Western Reserve Capital Management

More About Western Reserve Capital Management

About WRCM

Independent CFP® Professionals Committed to Your Best Interests in Northeast Ohio.

We believe that our team-based approach enables us to deliver a high level of service. By leveraging the collective expertise and diverse perspectives of our experienced professionals, we work to provide thoughtful solutions designed to address the financial challenges you may face.

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Western Reserve Capital Management is a proud member of:

Our 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.
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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.

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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 supports day-to-day operations, allowing our financial advisors to focus on delivering personalized guidance to clients.
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Additional Support

The Extended Team Behind Our Firm

While we’ve intentionally kept our firm small to deliver personalized service, we’ve strategically cultivated a network of experts who augment our capabilities. This network allows us to tap into specialized knowledge and provide access to professionals across multiple disciplines.

Insurance Experts

Guidance on Medicare, long-term care, and insurance strategies designed to help protect your retirement income and assets

Accountants

Coordination on tax-efficient withdrawal strategies, Roth conversions, and retirement income planning to help reduce lifetime taxes.

Attorneys

Assistance with estate planning, trusts, powers of attorney, and legacy strategies to help protect your family and wishes

Mortgage / Banking Experts

Insight into refinancing, home equity, lending, and cash flow strategies that align with your retirement goals.

Charitable Giving Experts

Strategies for charitable giving, donor-advised funds, and tax-efficient gifting designed to support causes you care about while optimizing your financial plan.