Westlake, OH Financial Advisors | Boeckman Cotter Spitzer Wealth Partners

Comprehensive planning for each generation

Boeckman Cotter Spitzer Wealth Partners

877-855-8449 ext. 2761
440-414-2761

855-360-1501

2055 Crocker Road
Suite 201
Westlake, OH 44145

At Boeckman Cotter Spitzer Wealth Partners, our mission is straightforward: to provide you with meaningful advice that helps enhance the quality of your life. Whether you’re building wealth for the future, navigating a major liquidity event or planning for the people and causes you care about, we’re here to guide you through the complexities—and help simplify your financial life.

As a multigenerational advisory team, generations of clients benefit from our insights and guidance—and our keen understanding for how priorities shift with time and age. With a rigorous and disciplined process that examines every aspect of your financial life, we develop a comprehensive plan and deliver a truly personalized approach to wealth management.

While we’re an Ohio-based team, we’ve been serving the needs of families and successful business owners across the country for more than 25 years. Beyond our team’s rich experience, we also deliver the intellectual capital and global resources of UBS, one of the world’s largest wealth managers.

Brad Boeckman and Brady Cotter have been recognized as industry leaders

Brad Boeckman

Forbes Best-In-State Wealth Advisors, Ohio, 2019, 2020, 2021

Brady Cotter

UBS Top 35 Under 35, 2019
Forbes Top Next Generation Wealth Advisors, 2018, 2019

Comprehensive financial planning

Are you looking to grow your assets? Do you have sufficient cash flow to pursue the future you want? What concerns you the most about passing your wealth to future generations? When it comes to your life questions, our dedicated team can help you determine the best path forward.

We begin each relationship with a series of in-depth conversations. Our financial planning process is designed to help us understand where you are today and what you’re looking to achieve.

From there, we help you prioritize your goals at each stage of your life.

Liquidity. Longevity. Legacy.

Our approach starts with questions and a discussion that help us focus on what’s really important to you. Then, we can help you organize your financial life into three key strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

To help maintain your lifestyle

This strategy helps you manage cash flow for near-term expenses. It can give you the confidence to fund short-term needs regardless of the markets, and helps reduce the likelihood of making impulsive investment decisions during periods of market volatility.

Entertainment and travel
Taxes
Purchasing a home

To help improve your lifestyle

This strategy includes the resources you’ll need over the course of your life. It can help you gain confidence in your future by allowing you to shift your focus to meeting long-term goals rather than trying to outperform the markets.

Retirement
Healthcare and long-term care expenses
Second home

To help improve the lives of others

This strategy includes all of the resources for needs that go beyond your own. Having a Legacy strategy can boost your confidence by reframing risk based on specific legacy goals and longer timeframes.

Giving to family
Philanthropy
Wealth transfer over generations

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

All investments involve the risk of loss, including the risk of loss of the entire investment.

“In today’s ever-changing world, we understand how all the pieces of your complex life need to come together in pursuit of your most important financial goals.”

— Brad Boeckman

Multigenerational wealth management

We recognize that managing wealth spanning several generations requires a careful approach. As you think about passing assets onto the next generation, will you and your family be prepared?

Family conversations about wealth can be tough, even under the best of circumstances. We have extensive experience managing the dynamics and challenges of multigenerational wealth and will work with you and your family to provide strategies for the next generation and education on philanthropy.

We harness the broader resources of UBS to meet your more specialized needs in the areas of:

Portfolio development
Family legacy planning
Philanthropic planning
Asset protection
Risk management

“Our team guides generations of clients through complex wealth challenges. With a fully integrated plan, we can help you achieve and maintain your desired quality of life.”

— Brady Cotter

Entrepreneur and business owner services

Are you an early-stage founder still building your business or a seasoned entrepreneur planning to step away? No matter where you are in your business life cycle, our early involvement can help you through the complexities.

We bring an experienced perspective and a deep level of understanding to each stage of your business—helping you pursue your financial and personal goals.

Our specialized services include:

Business transition planning
Retirement planning services
Lending services
Merger and acquisition advisory services
Risk management
Estate planning strategies
Tax management

“Whether it's before, during or after a sale—we can help you understand the challenges and opportunities ahead.”

— Brandon Spitzer

Relationships built on the highest level of service

Because of the small, select group of clients we advise, high-touch and truly customized service is always delivered.

With care and concern for every aspect of your financial life, we understand what matters to you. Our clients value the highly responsive service experience we provide, with any question or concern addressed as quickly as possible. If something’s important to you, it’s equally important to us.

Beyond our in-person meetings and regularly scheduled calls, we share relevant insights and perspectives that can help you make more informed financial decisions. In addition, we work collaboratively with your accountants, attorneys and other trusted advisors to ensure that all aspects of your life are working together.

“Our clients trust us to provide the highest level of service, advice and expertise. We bring together your entire financial life in a way that reflects your goals and values.”

— Meghan Latham