Pistone Wealth Advisors has been meeting the needs of the Cleveland/NE Ohio community for over 30 years.
We specialize in Financial Planning, Investment Portfolio Design and Risk Management for anyone from young professionals to affluent families to business owners to those about to retire. Our goal is simple…to help our clients feel at peace about their financial situation.
It doesn’t matter what stage of life you’re at. You could be a young professional with very little assets built up and a lot of student loan debt, not knowing how you’ll stay afloat. You could be near retirement and concerned that you don’t have enough assets to meet your standard of living for the rest of your life.
Along with the most innovative tools available today, we bring enthusiasm and dedication to our client service, helping you not just be comfortable with where you are, but where you’re going. Our team invests in long-term relationships with our clients, and because of our independence and knowledge of our clients, we are able to provide unparalleled financial planning and investing tools to help you meet your goals.
Most financial professionals agree that asset allocation is one of the most important decisions an investor has to make. Pistone Wealth Advisors helps you review your options to create a portfolio that fits YOU.
We promise, retirement is closer than you think. With the miracle of modern medicine, a recent retiree could end up living 25+ years on their retirement savings. This number is likely to increase in the future. What are you doing today to plan for a happy and financially healthy retirement?
As the financial world moves faster and faster, it’s important to have the latest technology working for you. Pistone Wealth Advisors works with companies like Fidelity, eMoney and Advyzon to make sure that we can provide the most accurate, precise analysis for our clients.
Karyn is the heart of Pistone Wealth Advisors, with over 30 years in the industry, all focused on helping people develop and achieve their goals and dreams. Her business practices focus on wealth management, gifting and charitable...
Linda serves as the Practice Manager for PWA. She is full of new, innovative ideas and constantly pushing the envelope when it comes to making our practice as efficient as possible. Linda is the backbone in the customer relationship...
Spencer is a Financial Advisor for PWA. He was a case manager at Lincoln Financial Group for almost six years before joining Beacon Financial Partners in 2012. Spencer brings a fresh new perspective to wealth advising, allowing him to...