Skip to content
facebooklinkedin
  • T: +1.330.650.2700
  • F: +1.330.342.7259
  • T: +1.330.296.1812
  • F: +1.330.298.8899
Feel free to reach out.
  • Home
  • Our Difference
    • Our Difference
    • Our Office
  • Your Team
    • Your Team
    • Financial Advisors
      • Financial Advisors
      • Bud Wentz
      • Timothy Porter
      • Matt Norris
      • Jon Lenton
      • Maison Ross
    • Client Services
      • Client Services
      • Jennifer Young
      • Ryan Brodzinski
      • Lone East
      • Katie Black
      • Victoria Baglia
      • Emily Trout
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Business Owners
    • Corporate Executives
    • Corporate Retirement Plans
    • Retirees
    • Endowments and Foundations
  • Services
    • Services
    • Our Process
    • Retirement Planning
    • Estate, Charitable Giving & Trust
    • Business Planning
    • Corporate Retirement Plans Consulting
  • Wentz Weekly
  • Resources
    • Resources
    • Commentary & Insights
    • Events
      • Events
      • Education & Learning Opportunities
    • FAQs
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Wentz Financial Group
    5790 Hudson Dr Hudson, OH 44236 T: +1.330.650.2700 F: +1.330.342.7259
    Map and Directions Map and Directions
  • Ravenna
    250 W Main St Suite 200 Ravenna, OH 44266 T: +1.330.296.1812 F: +1.330.298.8899
    Map and Directions Map and Directions
Wentz Financial GroupWentz Financial Group
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Tax Planning
  • Topic
    • Business Owners
    • Taxes
  • Media
    • Article
    • Checklist
Five takeaways from first quarter earnings season
5/8/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Labor market on the mend, lower rates on the fence?
5/8/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
Read
Read
The market’s cultural headwaters
How Baby Boomers and Millennials shaped, and are shaped by, their economies.
Markets & Investing
Protecting your Social Security payout
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Start with “Why”: Building a bond portfolio that works for you
5/4/2026
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets and Investing
Read
Work smarter, not longer
Practical ways to maximize your time
Business Ownership
Read
The good of gratitude
Practicing daily gratitude can positively impact your health
Family & Lifestyle
Read
Mid-year financial check-in
Five recommendations to keep you on track
Family & Lifestyle
Active and passive investment strategies, explained
Understand the differences of active and passive strategies and determine which better suits your goals
Markets & Investing
Strong fundamentals poised to offset oil price headwinds
5/1/2026
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Wars, markets and economic growth
5/1/2026
Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
What’s your vision?
Wentz Financial GroupWentz Financial Group
  • 5790 Hudson Dr Hudson, OH 44236
  • T +1.330.650.2700
  • F +1.330.342.7259
  • Map & Directions
  • Map & Directions
  • 250 W Main St Suite 200 Ravenna, OH 44266
  • T +1.330.296.1812
  • F +1.330.298.8899
  • Map & Directions
  • Map & Directions
facebooklinkedin
Contact Us

Raymond James financial advisors may only conduct business with residents of the states and jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links to external content or websites, if provided, are for information purposes only. Raymond James is not affiliated with and does not endorse authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Wentz Financial Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wentz Financial Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.