W3 Wealth Management
Principal Biographies
AKRON, Ohio – W3 Wealth
Management, LLC is a team of financial advisors, accountants,
attorneys, and insurance professionals, working together toward
the common goal of meticulously managing their clients’
wealth. Using this unique, full-service team approach, W3 is able
to explore, implement and monitor comprehensive solutions to more
effectively meet individuals' and businesses' constantly changing
financial needs. Strong credentials, experience and integrity
are key components in the effectiveness of the W3 team.
Shelby D. Morgan, a principal of The Evergreen
Group, now W3 Wealth Management, has been helping individuals
and businesses manage their wealth since 1987. His practice includes
personal and business financial planning, estate planning, business
succession planning, investments, qualified plans and insurance
products.
He holds a Bachelor’s degree in finance from the University
of Akron, and is fully-licensed in securities and insurance. A
lifetime resident of Akron, Morgan is a board member of the Boy
Scouts of America/Great Trail Council and a regional board member
of the Boy Scouts of America.
Frank P. Bevilacqua II, CPA, has been a principal
in W3 Wealth Management since 2004. His practice also includes
personal and business financial planning, estate planning, business
succession planning, investments, qualified plans and insurance
products.
A lifetime Akronite, Bevilacqua holds a Bachelor's degree in accounting,
finance, and international business from Bowling Green State University.
He also serves on the board of directors of the Rockynol Retirement
Community in Akron, and he is a member of the Northwest Summit
County Rotary.
Frank P. Bevilacqua, CPA, MBA, CSSC, is a principal
in W3 Wealth management, and also currently serves as President
of Winer & Bevilacqua, Inc., a Certified Public Accounting
firm. He provides accounting, tax, finance, estate planning and
business advisory services to numerous closely held businesses
in a variety of industries including construction, restaurants,
manufacturing, health care, retail trade, services industries,
and real estate.
He is a graduate of The University of Akron, with a Bachelor’s
degree in mathematics and a Master’s degree in Business
Administration with a concentration in finance. He currently serves
on the Board of Directors of the Akron Zoo, the Board of Directors
of the Portage Country Club, the University of Akron Foundation
Gift and Estate Planning Committee, and the School of Accountancy
Advisory Board of the University of Akron. He has been involved
with the American Heart Association. He has also been very active
in the St Hilary parish, serving on various councils.
Ron Winer, CPA, a principal of W3 Wealth Management, has been
a practicing accountant since 1971. He specializes in representing
health care professionals in tax planning and practice management,
and has written/published six books on that subject. Winer is
a sought-after speaker for numerous national medical conferences
where he lectures on methods of increasing practice efficiency
and profitability. A graduate of the University of Akron with
a degree in accounting, he also is a member of the Ohio Society
of Certified Public Accountants.
Richard W. Ashley also is a principal of W3 Wealth
Management. A member of the Bath law firm of Corzin, Sanislo,
Ufholz & Ashley, Rich limits his practice to estate planning,
probate, elder law and business matters. He also is of counsel
to the firm of Largent, Berry, Preston & Jamison Co., LPA,
with offices in Berea and Medina, and The Alpern Law Firm of Warren.
Rich holds undergraduate and law degrees from the University of
Akron and an MBA in finance from Indiana University Graduate School
of Business. He is a member of the National Academy of Elder Law
Attorneys, is a Certified Structured Settlement Consultant and
is securities and insurance licensed.
W3 Wealth Management, LLC, based in Akron, Ohio, is a team of
financial professionals, accountants, attorneys and consultants,
dedicated to the common goal of successfully managing your financial
future. Using this unique, full-service team approach, W3 is able
to provide consistently high-value investment strategies, retirement
counseling, insurance services, wealth protection and business
consulting. W3 Wealth Management is located at 90 North Miller
Rd., Akron, Ohio 44333. For more information, call 330-836-2805
or visit www.w3wealthmanagement.com.
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