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 9 member team has been entrusted with over $2.2B in client assets, as of August 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, 2025, & 2026.
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Boutique Advice. Global Resources.
Clients shouldn't have to choose between boutique attention and institutional strength—at CLE Wealth Management, they get both.
They experience the intimacy, responsiveness, and high‑touch engagement of a small, boutique wealth management firm—where they are known personally, understood deeply, and supported with real agility. Yet behind that small‑firm feel stands the full scale, stability, and safeguards of Bank of America: a Fortune 500 leader with unmatched financial strength, industry‑leading cybersecurity, rigorous risk management, and a decades‑long commitment to doing what's right for clients.
This dual structure is rare. It gives clients the human connection they want—and the institutional protection they deserve.
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.
