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    • Ralph E. Trecaso
    • Christopher C. Walters
    • Michelle L. Weaver
    • Andrea B. Otte
    • Samuel J. Trecaso
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Client Center

Putting the things you need at your fingertips is just another way we serve you. We’ve assembled handy financial calculators, informative newsletters and documents that will help you prepare for your meetings with us. As always, if there is anything else you ever need, feel free to let us know.

Portfolio Talk Newsletter

  • Portfolio Talk - May 2022
  • Portfolio Talk - April 8th, 2022
  • Portfolio Talk - April 1st, 2022

Market Research & Articles

  • Investment Strategy by Larry Adam
  • Weekly Commentary
  • Investment Strategy Quarterly
  • Monthly Capital Markets Review
  • Capital Markets Review

Calculators

  • Social Security Calculator
  • IRA Contribution Calculator (Roth vs. Traditional IRA)
  • College Calculator
  • Budget Calculator
  • Cost of Delay Calculator

Disclosure Documents

  • Brochure Supplement for Christopher Walters
  • Brochure Supplement for Douglas Wells
  • Brochure Supplement for Ralph Trecaso
  • Brochure Supplement for Samuel Trecaso
  • Form CRS
  • 2024 ADV Part 1
  • 2024 Disclosure Brochure

Contact Us

3560 West Market Street, Suite 340
Akron, OH 44333
Phone: 330.752.1547
Fax: 330.752.1949
Map and Directions

© Wells Trecaso Financial Group

Securities offered through Cabot Lodge Securities, LLC [CLS] Member FINRA / SIPC. 200 Vesey Street, 24th Floor, New York, NY 10281, 888.992.2268. Advisory services through Wells Trecaso Financial Group, LLC. Wells Trecaso Financial Group, LLC is not controlled by or a subsidiary of CLS. This does not constitute an offer to buy or sell any security; investments in securities may not be suitable for all investors. An investment in any security may involve risk and the potential loss of your initial investment. Investors should review all "Risk Factors" before investing. Investors should perform their own due diligence before considering any investment. Wells Trecaso Financial group, LLC and Cabot Lodge Securities, LLC does not provide tax advice. Any discussion of taxes herein is for informational purposes. Past performance is not indicative of future results. Investment products, Insurance and Annuity products are not FDIC Insured/Not Bank Guaranteed/Not Insured by a Federal Government Agency/May Lose Value.