A view of downtown Cleveland from Lake Erie
Photo By Dan Veloski
An Optimized Approach to Investing.
Wealth Solutions Tailored for Individuals, Families and Businesses.
Assistant to Mark Pinzone
Who We Are
Managing Partners Mark Pinzone, Marty Healy, and Michael Donnellan have a combined 60+ years of experience helping individuals, small businesses and their employees invest, build wealth, and retire comfortably.
M3 Wealth Management was founded to provide sound investment principals, prudent risk management and asset diversification.
Our team approach helps create financial solutions tailored specifically to your unique goals and needs.
As fiduciaries, we act in your best interest only. We listen to your needs and provide unbiased investment advice.
Our transparent approach to finding the right investments, helping you understand your portfolio and the costs of ownership separates us from other firms.
College Savings Plans
CDs and Money Markets
Whether investing for college, a new home, retirement or looking to protect your wealth, our team has the resources and experience to help you each step of the way.
Building a diversified portfolio begins with establishing your needs, goals, risk aversion and time frames.
Before constructing your financial road map, M3 Wealth Management advisors spend considerable time developing a valued relationship by understanding our client's goals. Clients and advisors share investing philosophies then begin to assess objectives and how to manage risk.
We built the M3 Wealth Management Office to help provide our clients with some of the best research and advice available. Utilizing research and tools from a number of leading firms helps give us the ability to provide advice relevant to each client's needs without bias.
M3 Wealth Management aims to keep you on track with your financial portfolio. Our team focuses on maximizing your wealth potential through individually modeled portfolios. We react to changes and keep you informed with regular reviews.
This web site is limited to the dissemination of general information regarding its investment advisory and financial planning services and general economic and market conditions to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of M3 Wealth Management’s web site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. Furthermore, the information resulting from the use of tools or other information on this site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the M3 Wealth Management Office. Any subsequent, direct communication by an advisor of the M3 Wealth Management Office with a prospective client shall be conducted by a representative who either is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Nothing contained herein should be interpreted as legal, tax or accounting advice, nor should it be construed as personalized investment or financial planning advice. For legal, tax and accounting-related matters, we recommend that you seek the advice of a qualified lawyer or accountant. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein will come to pass. Investing in the stock and other markets involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be construed as a solicitation to buy or sell any security or to engage in a particular investment, financial planning or other strategy. Diversification does not guarantee a profit or guarantee against a loss. M3 Wealth Management does not make any representations as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to M3 Wealth Management's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.