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2747 Crawfis Boulevard
Suite 206
Fairlawn, Ohio 44333
330.777.0249

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Welcome to Seward Wealth Management

We are committed to helping local families and businesses in Northeastern Ohio (and beyond) pursue their financial goals.

We offer a personalized and customized approach to address your financial needs from our office in Fairlawn. Our staff has combined experience of 35 years in the financial services industry.

The primary financial areas that we help you address and resolve are:

  • The amount of money you will need to save for retirement
  • Customized planning to fund your retirement
  • Tax saving strategies
  • Guidance with the estate planning process

We believe that even small improvements in your estate and tax planning, investment management, and risk management strategies can make a significant difference in your financial situation over time.

Helpful Content

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

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