1858 Wealth Management Llc

1858 Wealth Management is an independent, fee-only investment advisory firm located in Akron, OH. The firm provides comprehensive wealth management services. They focus on personalized, holistic financial planning for families, individuals, and small businesses. 1858 Wealth Management operates from its Akron, OH location, offering its services to clients. The firm's address is 3250 West Market Street Suite 105, Akron OH 44333. Clients can contact the firm by phone at (234) 678-5183 or via email at [email protected]. The company offers a range of wealth management services. These services include retirement planning, education planning, and estate planning. The firm's approach is centered on providing personalized financial planning. 1858 Wealth Management serves clients in various industries. These include finance, healthcare, education, manufacturing, and retail. The firm's services are tailored to meet the specific needs of families, individuals, and small businesses within these sectors. 1858 Wealth Management distinguishes itself through several key features and advantages. The firm is a fee-only independent investment advisory firm. They have fifteen years of specialized experience. The firm employs a holistic financial planning approach and a disciplined investing strategy. They are committed to providing personalized service to their clients. 1858 Wealth Management operates with a client-first philosophy. They adhere to a fiduciary duty and maintain transparency in their dealings. The firm emphasizes a comprehensive approach to financial planning and is involved in the community. The team includes Scott D. Meadows, MBA, CLU®, ChFC®, who is the Managing Partner. Joe is a Certified Financial Planner™. Sean is a Certified Investment Management Analyst (CIMA). Ann is the person in charge of asset movement, asset transfer, and account-related questions.