About The Firm Western Reserve Wealth Advisors was founded in 1994 and has remained a small firm by choice. We want our clients to feel comfortable as we help them make important financial decisions. Along with conversations about finances, it is not unusual for our meetings to involve conversations about children, grandchildren, and vacations. At WRWA we are proactive in our communication with clients, and it's one of the reasons clients choose us as their financial advisors. We meet and talk with clients on a regular basis and we're always a phone call or an email away to answer questions or help with life’s transitions.But the primary reason clients choose us is we help clients make solid decisions that enable them pursue financial success. We each have more than 20 years of experience in financial services industry, and our firm is backed by LPL Financial, the nation's largest independent broker/dealer.* This alliance provides us with innovative tools, research and technology, but most important, the independence to ensure we always answer to you and keep your best interests at heart.*As reported by Financial Planning magazine, June 1996–2018, based on total revenue. Michael T. Dolohanty CPA, PFS CEO & Founder, Western Reserve Wealth Advisors 440.247.2751 440.247.0618 email@example.com Michael is a Certified Public Accountant (CPA) and a Personal Financial Specialist (PFS) with more than 24 years of experience in financial planning, retirement planning and tax planning. He holds Series 7, 24, 63 and 65 registrations with LPL Financial, and is a member of the American Institute of CPAs and the Ohio Society of CPAs. Michael earned his MBA from Case Western Reserve University and his bachelor's degree in Computer and Management Science from Kent State University.Prior to founding Western Reserve Wealth Advisors in 1994, he worked for a number of companies, including Accenture, Ameriprise Financial, Fabri-Centers and Sherwin-Williams. Michael’s experience working in corporate America makes him appreciate being his own boss and helps him understand the issues many of his clients typically face.As the oldest of 10 children, Michael learned early on that if he wanted something, he was going to have to figure out how to get it. His parents expected him to go to college and they made it clear to him that he would have to pay for it. The path he took to get an education – working through high school and college – was just as important to him as the degree itself.Michael lives in Newbury, Ohio, with his wife, Cheryl, and has four children: Kevin, Kelly, Catherine, and Sean. In his free time, he enjoys cycling, hiking, whitewater rafting and golf. As a volunteer in the community, Michael has served as Treasurer for the Geauga Council for Arts & Culture and served on the finance committee for The Federated Church. Michelle M. Bissler CFP, CPA LPL Financial Advisor 440.247.2751 440.247.2751 firstname.lastname@example.org Michelle is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). She has worked in the financial services industry since 1992 and specializes in tax planning, financial planning, retirement planning and college planning.Michelle holds Series 7 and Series 66 registrations with LPL Financial, and is a member of the Ohio Society of CPAs and the American Institute of CPAs. Michelle earned both a Master's in Accountancy and a Bachelor of Science in Accounting from Case Western Reserve University in 1992.Before joining Western Reserve Wealth Advisors, Michelle worked at the corporate office of Cole National Corporation where she was responsible for internal and external financial reporting. Prior to her employment at Cole National Corporation, she worked as an external auditor at the Cleveland Office of Ernst & Young LLP.Michelle lives in Chardon, Ohio, with her husband, Michael, and their four children. In her free time she enjoys spending time with her family and closest friends and attending scholastic and sporting events for her children. Your goals are the guideWith WRWA there is no such thing as a cookie-cutter approach to your retirement or tax planning. Whether we're analyzing when you should begin withdrawing money from retirement plans or evaluating available tax deductions, your individual needs guide our recommendations.Sharing a wealth of knowledgeOur objective advice stems from both our independence and deep knowledge about financial matters that comes from the many years we've worked as financial planners and CPAs. We openly share that knowledge with you so you can make well-informed financial decisions.Adapting to your comfort levelWe are equally committed to providing you with a positive customer experience. When you need to talk to us, we adapt to what works for you – from in-office meetings to video conferencing. Working with a financial advisor means sharing very personal information about both your finances and personal life situation. At Western Reserve Wealth Advisors we gently guide you through this process, learning about your goals, evaluating your assets, setting up a financial plan, and checking in with you as often as necessary. Establishing your goals and assetsThe first aspect of the process is understanding who you are. We'll ask you questions about your work, your background, your life experiences and what you want to accomplish. Every client has a unique story and we listen carefully to what matters most.As part of this discovery process we also do a thorough review of your assets by looking at your income statements, wills and trusts, insurance policies, retirement funds and any other sources of income.Creating a financial planAfter we've reviewed your assets and understand what you want to accomplish, we'll create a financial plan to work toward these goals. As independent financial advisors we make suggestions based solely on your needs.Setting up periodic reviewsCreating a financial plan is only the beginning. We'll meet with you as often as you'd like to review your financial portfolio and tax plan, and find out if anything has changed in your life that would require adjusting your financial plan. Suggested Content Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making. Learn More Get Paid for Going Green Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives. Learn More Forecast The market is as unpredictable as the weather. We’d love to help you prepare. Learn More Have a Question? Name Email Address Phone Question Thank you! Oops!