Financial Advisory Services in Tuscarawas County
At Western Reserve Capital Management, LLC, we understand that planning for retirement can feel complex. That’s why our New Philadelphia office focuses on providing clear financial planning guidance for families throughout Tuscarawas County.
We work with people who are preparing for retirement or already in their retirement years. As fee-only advisors, we are compensated directly by our clients. We do not receive commissions or third-party payments, which helps reduce certain conflicts of interest and allows us to focus on your financial goals.
Common Retirement Questions We Help You Explore
How soon can I retire?
Understand the factors that affect your retirement readiness.
What tax planning strategies should I consider for retirement?
Learn about tax planning approaches for your retirement in Ohio.
How should I generate income from my savings?
Discover strategies that may help create cash flow during retirement.
Comprehensive Financial Services for New Philadelphia, Ohio Families
We specialize in helping local Ohio families who are planning for retirement or already retired. Our services include:
Wealth Management
We work to coordinate multiple aspects of your financial life, including investments, taxes, estate planning, and more.
Retirement Income Planning
Develop strategies designed to help address retirement income needs and longevity considerations.
Tax Planning
Strategic tax planning designed to help address your tax obligations efficiently.
Investment Management
We develop and manage a personalized investment strategy designed to align with your goals and risk tolerance.
Estate Planning Coordination
Coordinate with your estate planning to help align strategies with your wealth transfer goals.
Insurance Analysis
Analyze your insurance coverage to help determine appropriate protection levels for your situation.
Why Choose Fee-Only Financial Planning?
No Hidden Conflicts
Our advice is never influenced by product sales or commissions
Transparent Fees
You know exactly what you’re paying and what you’re getting
Your Advocate
We work as your fiduciary, always putting your interests first
Independent Advice
We can recommend any investment or strategy that fits your needs
We Are Ready to Help
Meet Your New Philadelphia, Ohio Financial Advisory Team
James C. Sexton III, CFP®, CFS
Partner
Gage Paul CFP®, RICP®, EA
Partner
Megan Leet
Executive Assistant
Why Western Reserve Capital Management?
Certified Financial Planner®
CFP® certification means your advisor is trained and committed to putting your interests first.
Local Knowledge
We understand the unique aspects of living and retiring in Northeast Ohio.
Retirement Specialists
Our team focuses specifically on helping people plan for and navigate retirement.
Ongoing Partnership
Financial planning is ongoing. We build lasting relationships to help you adapt and stay on track.
Who We Serve
Our New Philadelphia, Ohio fee-only financial planning practice specializes in serving Northeast Ohio families and professionals who value comprehensive, unbiased financial guidance.
Mid-Career Professionals
If you’re in your 40s or 50s and building your career, this is a key time to plan ahead. We help mid-career professionals in Akron make informed financial decisions, like saving for retirement, managing investments, and preparing for future goals.
Transitioning to Retirement
If you’re nearing retirement, we offer tailored guidance to help you plan with confidence. From managing income sources to refining your investment strategy, our fee-only approach supports a smooth transition into your next chapter.
Currently Enjoying Retirement
For those enjoying their retirement years, we provide comprehensive financial guidance to ensure your financial security and help you make the most of your retirement savings.
Our Process
Brief Intro Call
We’ll have a short phone call to get to know each other and see if we might be a good fit. This usually takes about 15-20 minutes.
Discovery Meeting
We’ll meet for a longer conversation about your financial situation, your goals, and what you want from retirement. We’ll ask lots of questions to understand your needs.
Plan & Recommendations Meeting
We’ll create a custom plan just for you and present our recommendations. You’ll see exactly what we think you should do and why.
Your Decision
After you see our plan and recommendations, you can decide if you want to work with us. There’s no pressure. Take all the time you need to think about it.
Put Your Plan to Work
If you decide to work with us, we’ll help you put your plan into action. This might mean setting up new accounts, moving money, or starting new investment strategies.
Ongoing Care
We provide ongoing portfolio monitoring and periodic reviews to make sure everything is on track. If your life changes, we’ll update your plan to match.
There is no cost for the initial steps in our process, which include an introductory call and discovery meeting. Fees apply only if you choose to engage us for ongoing financial planning and investment management services.
Location & Contact Info
Address
Financial Advisor New Philadelphia, Ohio
Email: info@wrcmfp.com
Hours
| Monday | 9:00 AM – 5:00 PM |
| Tuesday | 9:00 AM – 5:00 PM |
| Wednesday | 9:00 AM – 5:00 PM |
| Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Ready to Start Planning Your Financial Future?
If you’re a New Philadelphia area resident or anywhere in Northeast Ohio, and you’re thinking about retirement planning, we’d love to talk with you. Our initial consultation is complimentary, and there’s no obligation to work with us.
During our meeting, we’ll discuss your current financial situation, your retirement goals, and how we might be able to help. You’ll get a clear understanding of our fees and approach.
What Makes Us Different
As fee-only financial advisors in New Philadelphia, Ohio, we’re committed to providing independent, unbiased financial advice. We don’t sell insurance or investment products, which means our recommendations are based on what we believe is appropriate for your situation, not what earns us a commission.
Our focus on retirement planning means we understand the specific challenges and opportunities that come with this important life transition. Whether you’re concerned about having enough money to retire, worried about market volatility, or wondering about tax strategies, we’re here to help.
Frequently Asked Questions
About the Author
Gage Paul CFP®, RICP®, EA
Gage Paul, CFP®, EA, RICP®, is a fee-only fiduciary financial advisor with Western Reserve Capital Management, LLC, serving Ohio families approaching and in retirement from offices in Hudson, New Philadelphia, and Akron. He holds a Bachelor of Science in Business Administration with a specialization in Financial Planning from the University of Akron. Learn More about Gage