Our office: A place you’re always welcome
Whether your goals involve pursuing a comfortable retirement, planning a once-in-a-lifetime trip or building a legacy that spans generations, we’re honored to help our clients turn their dreams into a reality.
Our office space displays several photographs of these moments. But they’re more than just decoration – they’re stories of joy, achievement and connections – daily reminders of why we do what we do to help our clients achieve and celebrate milestones, live out their dreams and embrace a life they’ve worked hard to build.
Approachability is important to us. That’s why we designed our office to make you feel at home. It’s somewhere we believe you’ll feel is private enough to focus fully, yet comfortable enough to talk openly. We invite you to visit and see how we work firsthand.
Client events
Our events reflect our commitment to building a productive community where our clients feel valued and supported. From exclusive outings to educational seminars throughout the year, each experience is designed to create opportunities to connect, learn and celebrate together.
Auditorium speaking engagements
It’s rare to walk into a financial advisor’s office and find a full auditorium, but we’ve built one to reflect our commitment to education and communication. We use the space to host speaking engagements that bring together clients, advisors, family and friends for meaningful conversations about what lies ahead. These aren’t just presentations; they’re opportunities to learn, ask questions and explore ideas that can shape your financial journey.
Our semi-annual outlook meetings offer you a front-row seat to hear directly from our advisors about current trends, future projections and how it all ties into your personal goals.
We also welcome guest speakers from a variety of industries to share insights that go beyond finance, covering topics like leadership, philanthropy, personal growth and more.
Giving back is part of who we are
In 2010, Bud Wentz founded the Wentz Family Foundation to support children’s charities and help make a lasting impact in our community. Through partnerships with organizations like Akron Children’s Hospital, The TC Open Charitable Foundation, Camp Southern Ground and others, we take great pride in working with our clients to create brighter futures for children and families in need.
