We Love What We Do & Who We Do It For
In the financial industry, it’s easy to get caught up, in all the charts, numbers and graphs, but we never forget what the work is really about – taking care of people. We take our role very seriously, something that’s evident in everything we do for the clients we serve.
Knowing that we are helping people pursue their goals, see their financial picture more clearly and make better decisions gives us all the motivation we need to apply our years of cumulative knowledge and experience. It is truly a privilege to be in a position to serve as trusted financial partners and life coaches for families, individuals, businesses and organizations in Akron, across Ohio and beyond.
Accomplishments
Accomplishments copy update - We invite you to review a little history with us as we share some of the milestones achieved along the way in making DWT Wealth your premier wealth advisory partner:
January 2015 - MWT Investment Group and DiLauro Financial Services merge to create The Wealth Advisory Group of DiLauro Wracher & Thomas. $450MM in combined assets, 1 office location, 1 affiliate office location, 5 Financial Advisors, 1 Affiliate Advisor and 4 Staff Associates.
January 2016 - DWT signs an agreement to partner with Consumers National Bank to provide wealth planning to their clients. David L. Archer II, CFP®, Nathan W. Cope, AIF® and Jeffery S. Spicer, CRPS® service 14 branch locations with $14MM in assets. This relationship, as of 01/22/21 now has 18 branch locations and $42MM in assets.
October 2016 - DWT signs an agreement to partner with the 401k platform of Group Management Services (GMS) with 78 plans and $21MM in assets. This relationship, as of 01/22/21 now has 310 plans and $160MM in 401k assets.
January 2018 - DWT breaks ground on a new corporate headquarters in Fairlawn, OH.
May 2018 - DWT acquires Wolf Financial after a year and a half of negotiations led by Robert M. dePalma. DWT retains locations in Greensburg, PA and Hermitage, PA. Oil City, PA becomes an affiliate branch. Robert M. dePalma, Tamara L. Heckman, Joseph M. Mallino, Joyce Kinnard, Matthew R. Shack, Rege O’Neill and Ilona Paldino join DWT.
August 2019 - DWT acquires Harry Wollet Financial. Linda S. Crish and James A. Pipino join DWT adding another branch location out of Boardman, OH.
January 2021 - DWT boasts $1.6BLN in assets, 5 office locations, 2 affiliate office locations, 10 Financial Advisors, 6 Affiliate Advisors and 10 Staff Associates.
We can’t thank you enough for the trust and confidence you have placed in us. Our clients are our touchstone and what drives us to continually grow our suite of financial services. Our work is your success.
In sincere appreciation,
Managing Partner, DWT Wealth
Senior Financial Advisor
Managing Partner, DWT Wealth
Senior Financial Advisor
Managing Partner, DWT Wealth
Senior Financial Advisor
Akron Office:
Greensburg Office:
Hermitage Office:
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
