News Releases Photos & Logos Literature Contact Us Download FAQ

The Evergreen Group Becomes W3 Wealth Management

FAIRLAWN, Ohio –The Evergreen Group, LLC, a leader in the Akron financial community, is changing its name to W3 Wealth Management, LLC, effective July 1, 2006.

Please note, W3 Wealth Management IS IN NO WAY affiliated with the Evergreen Investment Corp., also of Akron, and currently under suspension from selling securities.

The new identity incorporates the various disciplines in which the firm specializes: wealth planning, accumulation and protection. “It’s important to note that while our name is changing, this firm remains dedicated to helping our clients realize their financial goals through a multi-disciplined approach,” said Shelby D. Morgan, a principal in W3. “We have built our reputation in the Akron community through this commitment, and this will not change.”

In addition to Morgan and Frank P. Bevilacqua, II, CPA, also a principal, the firm has three directors from the financial and legal fields: Frank P. Bevilacqua, CPA, MBA, CSSC and Ron Winer, CPA, of Winer & Bevilacqua, Inc.; as well as Richard W. Ashley of the law firm of Corzin, Sanislo, Ufholz & Ashley.

W3 offers securities through ValMark Securities, Inc., member NASD/SIPC.
Advisory services offered through ValMark Advisers, Inc. an SEC Registered Investment Advisor.

W3 Wealth Management, based in Fairlawn, 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 330-836-3805 or visit

Download Word® document