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Enjoy CUSTOM-FIT WEALTH CREATION

Invest in Your Future Your Way.

Whatever wealth you’ve accumulated likely reflects what you’ve done for others in life. Isn’t it time that wealth reflects what’s important to you?

 ​Explore the Possibilities

Plan. Monitor. Grow. 


Personal Portfolios

Values-based investment strategies integrated with thoughtful tax planning

Independent Guidance

Recommendations based on your goals and values, not ours

Comprehensive Approach

A holistic approach to wealth creation

A Trusted Partner for You

We help individuals and businesses to create customized wealth creation plans so they can reap tax benefits, spend less time coordinating their financial life, and focus on their family or business.

Let’s start talking. You can reach us at 844.967.8292 or getstarted@formywealthmanagement.com.

See what we're all about

Your Money. Your Unique Journey.

Bring us your vision of the future; we’ll aim to provide the financial experience, objectivity, and intuition to achieve it.

Working With Wealth Management Resources

In our opinion, creating wealth requires client knowledge, tax planning insight, financial acumen, investment expertise, and disciplined execution. Wealth Management Resources is the partner who can deliver on all fronts.

To ensure continuity, the advisor you start with will always be your primary contact.

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Angel Richelle Way

Senior Financial Advisor & CEO
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angel@formywealthmanagement.com

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Angel Way, Senior Financial Advisor and CEO, co-founded Wealth Management in 2015. Her entry into the financial field began as a client servicing representative. There isn’t a job role in the company that she has not personally performed herself. She feels that the true purpose of an advisor is to bring peace of mind to each client throughout the planning process. By understanding each step of the process, all the way down to paperwork processing timelines, Angel can communicate efficiently as a client joins the firm. 

Angel is a registered member of the National Ethics Association. She has a Series 65 Investment Advisor Representative license and holds both bachelor’s and master’s degrees in business Marketing and Administration from California Coast University. Angel is also a Chartered Federal Employee Benefit ConsultantSM

Specializing in estate planning, custom-fit wealth creation, investment management and income planning she is often hired by high-net worth families to oversee the coordination of all planning aspects. Her experiencing in managing 401K plans along the east coast provided her the experience of managing money for her youngest client, 18-year-old 401K participant, to her oldest client, a 94-year-old retiree. As she works with families to create legacy planning, she can clearly see the proper techniques of management, regardless of the ages or planning needs of each family member. 

When her partner George asked her what brings her the most joy she said “I get to work with people every day, who trust me to deliver solutions that reflect their goals and values. Getting to know my clients on a deeper level helps me deliver a solution as unique as each clients planning need.”

Note: A ChFEBC℠ (Chartered Federal Employee Benefits Consultant) is a prestigious designation for financial advisors, CPAs, attorneys, and certain employees of the federal government, who have successfully completed an intensive training course and passed a rigorous examination covering all federal employee benefits. The training consists of a 16 module assignment curriculum.

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George Elias, CPA

Senior Financial Advisor & President
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george@formywealthmanagement.com

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George Elias, Jr. co-founded Wealth Management Resources in 2015. He and Angel Way had been working together since 2013 and wanted to realize a brand identity that represented their unique planning model. George went to Penn State University where he obtained an Associate Degree in Accounting. Then he went to Indiana University of Pennsylvania to obtain his Bachelor of Science Degree with a major in Accounting. His career began in the manufacturing industry as an internal auditor for a Fortune 500 Company. In 1994, George found his calling and became a Certified Public Accountant.

Working in corporate tax and accounting lead him to personal tax consulting. Working with tax clients lead to more financial questions coming into the mix. He decided to move into the financial field. In 2013, he obtained the Series 66 License, followed by an Insurance License. He met Stephen Way through a CPE event that Paragon Tax Advisory Services offers. George was looking for a business partner, to branch out into the independent financial planning industry. George has a tag line: “everything you do financially is ultimately going to end up on your tax return.” In addition to being a planner, he leads the tax harvesting branch of Wealth Management. The management of Non-Qualified funds is inherently different than the management of retirement funds. 

 

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Bill DeMarco

Financial Advisor
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Bill@formywealthmanagement.com

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Bill DeMarco is an Investment Advisor Representative and team lead at Wealth Management Resources. He serves his clients retirement, income, investment, and tax planning needs. He focuses on growing client relationships throughout the greater Cleveland area. When asked what makes financial planning exciting, Bill said “I just love helping people! I got into being a financial and tax planner to help people make better financial decisions.”

In 2011 he joined Rotary International through the Strongsville Rotary Club. Supporting many of their charity fundraiser events and service projects, he has the distinct honor of chairing one of their largest fundraisers; The Taste in Strongsville to helped local food banks. Serving on their board for several positions, he also chaired the Rotary International Exchange Student program for Club and Rotary District 6630. He supported exchange students from France and Japan! Moving from the board to Vice President, he eventually became the Club President for the 2019/2020 term. He spends the majority of his time networking with local services, events, and clients. He currently serves on the board for the Olmsted Chamber of Commerce. He enjoying leading the business network group.

We asked Bill why he loves his career: “Building lasting relationships and helping my clients achieve their goals is what drives me. I am a great problem solver, so I enjoy creating the financial planning strategies and solutions for business owners and families. I enjoy learning new planning techniques to share with my clients. I believe when my clients have the knowledge to make educated financial decisions, we build a foundation of trust. My clients deserve to understand their plan and trust me to implement with them every step of the way.” 

Bill attended the Cuyahoga Community College, Cleveland State University and Case Western Reserve Weatherhead School of Management. He majored in management with minors in marketing and accounting. 

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Matthew Vegel

Client Services Manager
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matthew@formywealthmanagement.com


Matthew Vegel graduated Summa Cum Laude from The University of Akron with a Bachelor of Business Administration in Financial Management. He is currently studying to sit for the Series 65, Uniform Investment Adviser Law exam. Matthew came to the firm through our non-affiliated Tax Planning Firm, Paragon Tax Planners. He was working and ran into Paragons CEO, Stephen Way. They began talking about Matthew’s degree and skill set, ultimately learning that his career goals were in complete alignment with the Paragon Tax business model.

After working at Paragon for about 6 months, Matthew has seen what a simplified solution that tax planning and investment management are together. He decided to begin the path to become an Investment Advisor Representative and Tax Planner. 

He currently works in close alignment with Angel Way and George Elias to assist with paperwork, client servicing, and new client acquisition. He manages the Wealth Management Client Services department. His formal education prepared him for the excitement felt inside a Financial Planning office. He has the unique ability to both manage a team of professionals and form close client relationships. 

When we asked our CEO how valuable Matthew is to the team, Angel Way said “Without Matthew, I would be swimming in a world of paperwork and to-do items. He allows me the ability to focus 100% on our clients, with the peace of mind that all servicing items are being handled with care and efficiency. 

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Sara Estrin Arndt

Client Services Representative
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sara@formywealthmanagement.com


Sara Estrin Arndt is the newest member of the Wealth Management Team. She lives in a suburb of Cleveland, Ohio with her husband, two dogs and one cat. She went to school at Kent State, graduating Cum Laude with a Bachelor’s degree in education. Although she didn’t know she was going to have a career in the financial industry her passion has always been education. She plays a huge role in communicating with our clients how, and why, to use our many technology platforms. She has the ability to communicate in a way that makes learning new things fun. Serving as a Client Support Representative, Sara is available to help you with anything and everything, ranging from how to get to the Schwab website, all the way down to how to find statements or confirmation documents. 

Sara is knowledgeable in eMoney, the Schwab platform, Envestnet, carrier websites, our tax software and more. She runs our client nurture platforms, making sure that we can highlight and celebrate milestones with our clients. She can also coordinate an amazing party. When we asked our President and CPA what Sara brings to the table he said, “Personally, she reminds me to eat. Which seems like a silly item to highlight but we go from client meeting to client meeting so fast, we forget to nourish our bodies and keep our energy levels up. Serving clients in 5 different timezones keeps us going from sun up to sun down. Sara is always right around the corner with coffee, a snack bar, or a protein shake.” As our team laughed, we asked our Client Services Manager, Matthew, how she helps our client servicing standards. He said, “Sara has an attention to detail that ensures all T’s are crossed and I’s are dotted. Without her, I would spend a lot more time with paperwork and a lot less time with clients. Saras involvement provides me the confidence that we are going to process paperwork efficiently.”

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Joseph McLane

Advisor Advocate
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Joseph@formywealthmanagement.com

Who We Are

Wealth Management Resources seeks to provide custom-fit wealth creation. We help individuals and businesses to create highly customized, values-based investment strategies that reflect your personal goals and interests.

Our unique approach to wealth creation integrates personalized investment strategies with tax planning strategies to maximize wealth creation opportunity in every portfolio.

We bring the most innovative industry leaders, platforms, and resources together to create a leading investment management offering for our clients. To that end, we've partnered with the Charles Schwab Corporation (Schwab), one of the premier industry custodians, as well as ORG Partners Advisor Group, aim to deliver the quality expertise, innovation, and investment customization needed to help you achieve your financial objectives. 

At Wealth Management Resources, we provide our advisory services under the auspices of WealthShield Partners, LLC, which is registered with the Securities and Exchange Commission. See our disclosure for more info.

How We Can Help You

At a time when technology has given rise to cookie-cutter investment options and do-it-yourself investing, Wealth Management Resources offers you a more personal, customized approach to investing. With a strong focus on the tax implications of every investing decision, our services include investment analysis, investment management, 401(k) management, and self-direct account management.

Established in 2015, the firm is headquartered in Brunswick, Ohio. A pioneer in virtual investing, we're based on a virtual model of independent financial advisors that allows Wealth Management Resources to serve our clients in every market across the U.S.

Benefits of Working With Us


Our goal is for you to need us less and less.

Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to manage your finances on your own as much as possible so you feel empowered to take control of your financial future.

We strive to exceed your expectations every day.

While we focus our efforts on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money, and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

See what we can do for you

Wealth Creation You Can Trust

Customized wealth creation planning for your personal finances, your business finances, or both.

Here at Wealth Management Resources,

We have aligned ourselves with the best and brightest minds in every industry we work in, and our investment team is evidence of that! Led by Clint Sorenson, our investment team is a seasoned group of industry professionals that assist us with all aspects of investment management. They help us create investment solutions that fit every client need so that we can help you achieve your financial goals.

Clint Sorenson, CFA, CMT Photo Clint Sorenson, CFA, CMT Hover Photo

Clint Sorenson, CFA, CMT

Co-Founder
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Clint Sorenson, CFA®, CMT® is the Co-Founder of WealthShield, LLC. For the last decade, Clint has been focused on innovative strategies for enhancing and accelerating the traditional investment landscape. He has developed several proprietary quantitative strategies that combine behavioral, fundamental and technical analysis for a truly holistic market view.

Proficient in a variety of areas, Clint’s work across WealthShield is diverse and broad-reaching. Clint oversees the development and maintenance of all asset allocation models for WealthShield. The purpose of his strategies is to equip advisors to successfully mitigate risk while attempting to maximize value over the long term.    In addition to his work at WealthShield, Clint is also a contributor to industry literature, providing content and insights to platforms including Forbes, Seeking Alpha, and The Resilient Advisor Podcast. Clint was recognized in 2018 as one of 40 financial professionals selected for the InvestmentNews 2018 40 Under 40 List1.     Along with his partner Robert Leggett, Clint co-authored the 2015 book Invest to Prosper, a comprehensive guide to personal wealth and investing. Additionally, Clint authored several index methodologies that are tracked by exchange traded funds and accessible using direct indexing.    Clint is a past President of the CFA Society North Carolina, as well as a former board member of the CMT Association. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill. He is a Chartered Financial Analyst and a Chartered Market Technician.   1 The Investment News 40 Under 40 program recognizes and celebrates up-and-comers in the financial advice industry. Each year, the editorial team reviews more than 1,000 nominations to create a list of 40 outstanding financial advisers, or industry professionals supporting advisers, who are 39 or younger. Honorees are judged on the industry, leadership and promise. WealthShield is not affiliated with Investment News. To find out more information about this award, please visit 

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David Stefanick, CFA

President
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As the President of WealthShield, David helps steer the strategic direction of the organization. David leads the investment team at WealthShield, LLC, which is focused on creating innovative investment solutions for the firm’s partners and clients. From research and white papers to portfolio and index creation, David and his team work to provide academically defensible and behaviorally palatable solutions that get investors to their financial goals.   

Prior to joining WealthShield, David worked at the North Carolina Department of State Treasurer. His work included asset allocation research, performance reporting, risk management, and supporting the due diligence and investment processes of the NC Employee Pension Plan.    David earned his MBA from the University of North Carolina at Charlotte and a dual BA from the University of North Carolina at Chapel Hill. He is an active member of the CFA Society of North Carolina.

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Max Rockwell

Director of Investment Consulting
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As Director of Investment Consulting for WealthShield, LLC, Max Rockwell focuses on developing client proposals and assisting the team with portfolio modeling. Additionally, Max works closely with a number of clients and partners, providing added customer support and relationship management.  

Prior to joining WealthShield, Max was an Associate at Ayco, a subsidiary of Goldman Sachs. Here, he worked with Ayco advisors, supporting them on a broad range of responsibilities including portfolio construction, client servicing, trades and general operations. Max has also worked at Fidelity in their workplace investing division.   Max holds an MBA and B.S. from Southern Methodist University. While at SMU, Max was a member of the soccer team and helped manage the Nancy Chambers Underwood Graduate Endowment portfolio. A long-time soccer player, he’s still an avid fan, always cheering the Mustangs on from home.  
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Luke Vernon, CFA

Director of Research
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As Director of Research, Luke Vernon is directly involved with portfolio construction, quantitative research, due diligence and developing targeted client proposals.    Before returning to North Carolina, Luke spent three years at UBS in New York as an Equity Research Associate Director, with a focus on Master Limited Partnerships (MLPs) as well as Marine Transport and refining equities. Here, his work included financial modeling, valuation, report generation and supporting all aspects of the research process.   Luke is a graduate of the University of North Carolina at Charlotte, with a B.S. in Finance. While at UNCC, Luke served as a Consumer Sector Analyst and Risk Management Officer for the UNCC Endowment Fund, overseeing performance attribution and security selection. He is an active member of the CFA Society of North Carolina. 

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Carter Wiles

Quantitative Research Analyst
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Carter Wiles joined WealthShield Partners, LLC as our Quantitative Analyst Intern in May of 2019. After completing his degree, Carter has taken on a full-time role as our Research Quantitative Analyst in November 2020. In this new role, Carter focuses on Quantitative research and due diligence, as well as backtesting strategies to target consistent performance and robustness. 

Carter holds a B.S. in Accounting and a B.S.B.A in Finance from the University of North Carolina at Charlotte. He obtained his M.S. in Mathematical Finance in May 2020 and recently passed Level 1 of the CFA program. During his time at the University of North Carolina at Charlotte, Carter was Chief Administrator of the UNCC Endowment Fund, a student-managed investment fund. In this role, Carter presented proposals for equity investments based on fundamental analysis and industry trends. He also tested and implemented a strategy to hedge against tail risk, and received the distinction of Top Graduate Analyst. 


Our investment framework helps guide portfolio construction throughout all phases of the business cycle. Our approach incorporates four key elements: valuations, trend, the federal reserve, and the economy. 

Current Component Framework for December 2021

By incorporating these different elements, our investment team believes they can best determine where we stand in the current in business cycle, so they can help position portfolios in the most appropriate manner.

The end result is developing an investment portfolio to match your financial goals that is based on an academically defensible and repeatable investment strategy.

With today’s technology, investors can quickly change asset allocations from one investment fund to another. Even switching an entire portfolio from one firm to another can be done with a few keystrokes. But how wise is it to do so?

Uncovering Value through Investment Analysis

A move to a new investment fund involves a transaction in which you sell your current holdings before investing in the new fund. That action can have consequences:

  • Do you know the original cost basis of each investment in the fund?
  • Will a sale trigger a tax penalty?
  • Are there any timing issues to consider?
  • What are the tax advantages to holding any specific components of the fund?

Wealth Management Resources applies extensive knowledge of tax issues to help you:

  • Conduct due diligence to ensure today’s transactions don't carry hidden taxation pitfalls
  • Understand how much tax loss can be captured in any given year
  • Manage that loss
  • Verify that proposed changes don’t significantly impact the alignment of investment goals and values

Life is unpredictable. Needs change, as do wants. What worked in the past may not make sense for the future. That is why we believe your investment portfolio should be periodically analyzed for both performance and relevancy before making any major changes.

How can we help you?

Let’s connect. You can reach us at 844.967.8292 or getstarted@formywealthmanagement.com.

With digital access to tons of information and technology tools to carry out transactions, DIY investment management looks easy. But if everyone can manage their own investments, you may wonder why choose us.

Why choose Wealth Management Resources 

  • Customization. Unlike cookie-cutter options available on the web, the personalized investment solutions we create are tailored to match what you want.
  • Flexibility. Beyond funds featuring special themes (like the environment, social justice, or corporate governance), we give you the ability to drill down into specific fund components to personalize your portfolio.
  • Expertise. Our investment advisors are real people, not chatbots. They strive to bring a greater depth of knowledge, insight, and empathy to every client engagement.
  • Versatility. We offer solutions for both individuals and businesses.
  • Agility. We can make adjustments at any time.
  • Stewardship. We don’t ‘set and forget’ your portfolio. Every aspect of it is tracked. We stay on top of things, and we keep you informed.

How can we help you?

Let’s connect. You can reach us at 844.967.8292 or getstarted@formywealthmanagement.com.

Let us help you reach your long-term goals

Wealth Creation Resources

 

Tap into a wealth of knowledge to help you achieve your financial goals.

 

How does Wealth Management Resources stand out from other financial advisors?

 

Wealth Management Resources specializes in custom-fit wealth creation.

We work with individuals and businesses to create highly customized, values-based investment strategies that reflect a client’s personal goals and interests. Our unique approach to wealth creation integrates personalized investment strategies with tax planning strategies to maximize wealth creation in every portfolio.

At Wealth Management Resources, we provide our advisory services under the auspices of WealthShield Partners, LLC, which is registered with the Securities and Exchange Commission. See our disclosure for more info.

 

What's unique about a Wealth Management portfolio?

 

When you work with Wealth Management Resources, your wealth creation portfolio is customized to your specific needs and aspirations. 

Depending upon your individual goals, stage of life, time horizon, tolerance for risk, and other selected factors, your portfolio will be unique to you. No investments are pre-selected, nor given preferential treatment. 

As we tend to choose high-quality, low-volatility investments, it’s possible multiple clients will be invested in similar ways but highly unlikely for another client’s portfolio to match your own. There are no cookie-cutter solutions to our wealth creation strategies.

 

Will I be working with an individual advisor or a team of advisors?

 

When you partner with Wealth Management Resources, you’ll always have a single, dedicated advisor. That individual advisor will be knowledgeable about your requirements and familiar with your expectations. At the same time, you’ll have access to other team members to make sure you get answers to questions and responsive account support.

 

Is every financial advisor a fiduciary?

 

Simply put, no.

Fiduciaries operate in situations that require great trust, integrity, and loyalty. They’re expected to pursue the best outcome for their client, regardless of personal interests.

Many people provide financial planning or advisory services. Some work for you; others work on behalf of institutions that sell investments, like insurance, stocks, and bonds. Broker-dealers, for example, only need to meet the less-stringent suitability standard, which doesn’t require putting a client's interests ahead of their own.

Investment Advisor Representatives must act in the best interest of the client at all times. Our Fiduciary duty means the advisor must make full and fair disclosure of their conflicts of interest and ensure that their disputes do not impact their advice. You can download each advisors’ current ADV Page 2B brochure from our website. This ADV brochure contains information about the educational background, business experience, and any disciplinary history of the advisory professional. Our team has never had a disciplinary event. We look forward to showing you how the Fiduciary Standard leads to a compliant and comprehensive financial planning practice.

 

What's the difference between a financial advisor and a financial planner?

 

These two terms are often used interchangeably. Anyone can say they’re a financial planner or advisor, but not everyone has the same knowledge, training, or credentials. Some people are authorized to trade securities; others are only licensed to sell insurance. The differences between the planner and advisor designations can be confusing. That’s why it’s essential to check the qualifications of any financial professional before you commit to a course of action or pay any type of fee.

Two well-established regulatory and compliance sources you can rely on when checking credentials include:

  • Securities and Exchange Commission (SEC) for registered investment advisors who are held to the fiduciary standard through their licensing
  • BrokerCheck to research the background and experience of financial brokers, advisers, and firms by using a tool hosted by FINRA

Always ask whether your advisor is licensed under the fiduciary standard or through a broker-dealer.

 

What's "fee-only" vs. "fee-based" financial planning?

 

Fee-only financial planning means the advisor is compensated solely by the client. Other “fee-based” financial advisors may receive a commission if they recommend a specific investment, mutual fund, or insurance product.

 

Does Wealth Management Resources charge a set fee?

 

Our fees are set on a sliding scale, based on the services we provide. We use a combination of strategic and tactical as well as active and passive investing, which can result in different fees. Base fees are agreed upon at the start of our relationship, and no changes in fee structure are processed without client knowledge and agreement. Your fee is based on the amount of activity your portfolio requires for optimization .

 

How often do you communicate with clients?

 

Once you’ve decided to partner with Wealth Management Resources, we work together to develop a customized plan and projected timeline for wealth creation. We also establish a communications protocol that fits with your needs and preferences. For example:

  • Your eMoney file will provide anytime access to comprehensive plan documentation and account notes.
  • You can request a tax review and/or tax planning session at any time in the calendar year.
  • You can expect to hear from us on a quarterly basis to assess the status of your account.
  • We’ll schedule a more in-depth annual review session to ensure your portfolio continues to reflect your goals and is aligned with your current situation.
  • You can always reach out to your advisor or any member of our team at your convenience.
 

How do I get started?

 

Go to our contact page to get started, and we’ll schedule an initial discovery call to discuss your financial needs and how we can assist you. We look forward to exploring the possibilities .

Connect with us

Let's Talk

You have questions that impact your financial goals and expectations. We have answers.

Reach out to our team to help you construct a strategic planning framework that can be custom-fit to address any need or situation.

Interested in learning more?

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Headquarters


1324 PEARL ROAD
SUITE M-1
BRUNSWICK, OH 44212

844.967.8292

getstarted@formywealthmanagement.com