Lasting relationships. For all that matters

Mother and child laying in bed

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

rowing

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Garrit V. Wamelink - Profile Photo

    Garrit Wamelink

    First Vice President–Wealth Management

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • NC
    • NJ
    • NM
    • NY
    • OH
    • PA
    • TN
    • TX
    • VA
    • WA
    • WI

    Focused on Financial Planning:

    What is important to you?

    That's where a conversation begins with The Western Reserve Financial Group.  Helping you find those answers is what the relationship between you and us is all about.  Our approach is a simple one:

    Working closely with you, we ask a lot of questions and listen passionately.  Then, we align our experience and resources to help you plan for your most meaningful milestones and all you hope your future can be.

    The role of financial planning is to uncover strategies that help the client work toward their goals and feel more confident through market cycles. The plan you create with us evolves with you as we both work together over time.

    We invite you to begin a conversation with us...

      • Boston University, Bachelor of Science in Business Administration
      • Portfolio Manager
      • CERTIFIED FINANCIAL PLANNER™
      • Certified Investment Management Analyst®
      30050 Chagrin Boulevard
      Suite 200
      Pepper Pike, OH 44124
      garrit.wamelink1@ubs.com
      Garrit Wamelink
      30050 Chagrin Boulevard,Pepper Pike,OH,44124
    • Mark P. Worley - Profile Photo

      Mark Worley

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AL
      • AZ
      • CA
      • CO
      • FL
      • GA
      • IL
      • IN
      • ME
      • MI
      • MN
      • NC
      • NY
      • OH
      • OK
      • PA
      • SC
      • TN
      • TX
      • VA
      • WI
      • WV

      Focused on Investment Strategy:

       Asset allocation is a proven strategy.

      In today's markets, however, the trend to putting clients into impersonal investment models may not be the best for your specific goals.  Opportunities may occur that allow tactical adjustments to avoid certain risks or weight a portfolio toward longer term trends. What is appropriate for each client requires both skill and listening to the clients concerns.

      In order to implement our tactical allocations, Mark has earned the title of Portfolio Manager under the UBS Portfolio Management Program (PMP).  The PMP program distinguishes the Western Reserve Financial Group from other advisors as UBS has authorized us to act as discretionary managers (for clients that authorize this management format).  This designation requires special training, industry experience and experience in wealth management of affluent individuals.

       

        • Pennsylvania State University, Masters of Business Administration
        • University of Oklahoma, Bachelor of Business Administration
        • Portfolio Manager
        • Chartered Retirement Planning Counselor
        • Accredited Asset Management Specialist
        4801 Gaillardia Parkway
        Suite 100
        Oklahoma City, OK 73142
        mark.worley@ubs.com
        Mark Worley
        4801 Gaillardia Parkway,Oklahoma City,OK,73142

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      Outlook on interest rates

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      Global Wealth Report 2024

      Crafted wealth intelligence

      Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

      Gain additional insights into the trends shaping wealth in the US and around the world.

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      $5.8+ trn

      UBS Group invested assets
      As of 03/31/2024

      51 countries

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      UBS is a leading and truly global wealth manager

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