WealthWATCH Center for Financial Planning and Tax Preparation
We understand that you may not have the time or necessary resources to acquire the knowledge and information it takes to have a comprehensive, integrated and fully coordinated plan to accomplish all your goals and objectives.
This is why several years ago we had a vision to create one comprehensive resource center that would bring independent financial, tax, legal, and insurance professionals together – under one roof- to objectively analyze and fulfill all of your family’s needs. We're happy to report that after years of planning, preparation and due diligence, we opened the Lineweaver WealthWATCH Center in 2008.
The WealthWATCH Center’s portfolio of services provides clients value and convenience on tax preparation and services; the design and creation of needed legal documents through our strategic partnerships with Law firms experienced with and specializing in estate planning and elder law; and a customized, fully integrated, and comprehensive financial plan through our exclusive WealthWATCH planning process. This is all coordinated to provide the confidence that all your financial affairs are being managed intelligently. Automatic updates are available at your fingertips, thus saving you valuable time and money so you can focus on yourself, your family and everything that is important in your life.
Lineweaver Financial Group Investment Philosophy
Managing your assets carefully and intelligently is one of the most important gifts you can give yourself and the ones you love. It allows you to enjoy the lifestyle you deserve now while providing confidence in knowing that your financial future is secure.
We are happy to report that the Lineweaver Financial Group has been doing just that in Northeast Ohio for more than 25 years. We have made it our business to listen carefully to you so that we can help provide recommendations that are objective and fulfill your particular current needs, as well as your future aspirations.
Our goal is to ensure the Lineweaver Financial Group and its team of knowledgeable professionals provides a continuity of sound advice so you get the most out of your money, whether it’s for spending, saving, giving, or making sure you are taking care of your family.
Be assured that we will always take the time to put ourselves in your shoes as we strive to make the best use of our experience and knowledge for your particular situation.
Terms and Conditions | Privacy Policy | Disclosures
Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
Crain's Cleveland Business is a print and online newspaper delivering local business news and information to Cleveland's business executives, which is published by Crain Communications Inc. The Crain's 2024 list may employ different methodology than described above for similar designations granted in other years. No clients were consulted and no fees were paid to determine the winners; the award is based on assets under management. Neither the participating candidates nor their employees pay a fee in exchange for inclusion on Crain's 2024 List. However, recipients may pay a fee to Crain, an affiliate, or an unaffiliated third party in exchange for plaques or article reprints commemorating the designation. The publication should not be construed by a client or prospective client as a guarantee that they will experience a certain level of results if the recipient is engaged, or continues to be engaged, to provide investment advisory services; and should not be construed as a current or past endorsement of the recipient by any of its clients. Lineweaver Wealth Advisors was ranked in the Top 25 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2024. In 2023, Lineweaver Wealth Advisors was ranked in the Top 15 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2023. In 2021 and 2022, Lineweaver Wealth Advisors was ranked in the Top 20 of Crain’s of Cleveland’s annual list of Registered Investment Advisors. The award is based on assets under management in the years 2021 and 2022 respectively.
Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Participants for the Top 100 in Finance appearance were reviewed in 2022, and recognized in March of 2023. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.
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