Larry Werbel
Chagrin Falls, OH, US
Larry Werbel is a Chagrin Falls, Ohio, independent registered investment advisor who manages an asset portfolio of approximately $40 million, with the majority of that in IRA and retirement plan holdings. Focused on balancing risk and return to meet individual client needs and objectives, he provides services such as will and trust planning. Larry Werbel also undertakes asset ownership reviews that enable estate taxes to be minimized. An overarching goal is to ensure family retention of wealth in the long term.
In addition to leading Evolution Partners Wealth Management, LLC, Mr. Werbel is community-involved, and has served on board positions with the Cleveland Association of Life Underwriters and University Hospitals Cancer Foundation. He established the Brian Werbel memorial fund and has raised more than $150,000 toward university cancer research. Many of these fundraising efforts are through Barrington Golf Club events. Larry Werbel was featured by Cleveland Mag