CLE Wealth Management
Headquartered in Westlake, Ohio, CLE Wealth Management has distinguished itself by being a holistic resource to families; providing guidance for the range of decisions that corporate executives, business owners, and high-net-worth families require. Our 7 member team has been entrusted with over $1.9B in client assets, as of February 2025, and we are built to surround your family and provide support across generations. Helping families become good stewards of their wealth, and making decisions that will serve them for the long run are central to our approach. We're incredibly proud to have been recognized as a team in Forbes "Best-in-State Wealth Management Teams" list in 2024. (Published on January 12, 2024. Rankings based on data as of March 31, 2023.).
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CPFA®, CRPC™
CPFA®, CRPC™
CFP®, CPFA®, CPWA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
