1991 Crocker Road, #600, Westlake, OH, 44145
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kathleen is on the advisory board for Hugs and Hope Foundation, a non-profit, dedicating minimal time. She is also a Principal at W3 Wealth Management LLC, spending about a quarter of her time on wealth management and financial planning, and a finance committee member at Westwood Country Club, spending minimal time.