Western Reserve Capital Management, LLC

James Sexton

tax planning strategies

Western Reserve Capital Management, LLC

Western Reserve Capital Management, LLC provides fee-only financial planning and wealth management for individuals and families in Hudson, OH, and throughout Northeast Ohio. As fiduciary advisors, our team delivers comprehensive guidance across retirement planning, investment management, tax planning strategies, estate planning coordination, and insurance planning, built to help clients retire confidently and reduce lifetime taxes. Clients can start with a brief phone or video call, followed by a deeper discovery conversation and a customized financial plan with ongoing support as goals and life circumstances change.

About Us

Western Reserve Capital Management, LLC provides fee-only financial planning and wealth management for individuals and families in Hudson, OH, and throughout Northeast Ohio. As fiduciary advisors, our team delivers comprehensive guidance across retirement planning, investment management, tax planning strategies, estate planning coordination, and insurance planning, built to help clients retire confidently and reduce lifetime taxes. Clients can start with a brief phone or video call, followed by a deeper discovery conversation and a customized financial plan with ongoing support as goals and life circumstances change.

Address:

102 First St #208
Hudson, Ohio 44236 US

Key Services in 2026

  • tax planning strategies
  • estate planning coordination
  • insurance planning
  • wealth management
  • Financial Planning
  • Financial Planning Services
  • Financial Planner