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Our Services
Wealth Management
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Asset Allocation
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Goal Assessment
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Portfolio Review & Analysis
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Cash Flow Planning
Financial Planning
Investment Management is the core of our services. Keeping costs low, managing tax implications, capturing true performance and protecting from down markets remain our main approach.
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FREE Risk
Assessment!
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer.
Retirement Planning
Estate Planning
Our team consists of experienced, educated, and dedicated individuals who can address all aspects of financial planning.
This means that we put your interests ahead of ours.
We will act in your best interest and do what's right for you.
Our History
Warther Private Wealth is an independent Registered Investment Advisor (RIA) headquartered in Akron, Ohio with over 30 years of experience. Our experienced, fully committed management team develops deep relationships with every client in order to provide customized solutions.
We take pride in our detailed approach of putting our clients needs and goals first. Our company strives to acquire and maintain a highly satisfied clientele by setting the highest standard of excellence for ourselves and for the services we provide. Our goal is to help all of our clients to reach the financial success they have always wanted to achieve.
Our headquarters is a historical landmark in Akron, Ohio. Built in 1913 by Goodyear Tire & Rubber co-founder, C.W. Seiberling, Tri Acres has been called one of Akron Ohio's most historical places. Tri Acres hosts client events, free informational workshops and provides a location for nonprofits to hold events.
Your Team
Robert W. Warther
CEO & Founder
Joshua D. Sonnhalter
President
Brian M. Quinn
Equity Research Analyst
Drew F. Hartman
Equity Research Analyst
Kim Lappin
Client Relationship Specialist
Melanie Merritt
Client Relationship Specialist
Nancy Kafun
Bookkeeper
Locations
Naples
5150 Tamiami Trail N, Suite 505
Naples, FL 34103
239-276-7939
Akron
1075 W. Market Street
Akron, OH 44313
330-867-6999
Admin@WartherPrivateWealth.com
Toll Free: 800-533-9000
For any general inquiries, please fill in the following contact form:
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