Who We Serve

1 – Retired, or Close to It
We specialize in people who are retired or very close to it (typically 5 years or less).
This allows us to tailor our service and expertise to the unique needs of retirees.
2 – Diligent Savers
While our clients would hardly consider themselves to be “rich”,
thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $500,000.
3 – Looking for a Trusted Advisor
Our clients understand that the success of their retirement is too important to be doing it themselves. They understand the value of having expert guidance.

How We Charge for Our Services

♦ Our Fees 1.00% On Assets Under Management
Western Reserve Capital Management provides financial planning and investment management. Our advisory fee is calculated based on a percentage of assets we manage on your behalf.

If this sounds like you, and you have saved at least $500,000 towards your retirement, we would love to speak with you. Let’s get in touch.


You can sign up for our e-newsletter which includes hand-picked financial planning articles to help you make good decisions with your money.

You can also call our direct line at 330-655-1543 if you just have a few questions for us. Our blog might be a great resource for you, too.