The Pistone Wealth Advisors Team

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.

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Karyn Pistone

President and CEO

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Spencer Dieck

Senior Advisor

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Linda Gordon

Practice Manager

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David Taucher, CFP®

Senior Portfolio Manager