Sean W.

Vice President | Private Wealth Advisor at DWT Wealth | Helping Professionals, Business Owners, and Athletes Build Lasting Wealth Through Precision Planning and Personalized Investing

Role
Vice President at Dwt Wealth
Location
Akron, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Sean W.

From the football field to the financial world, I’ve lived the power of discipline, preparation, and high-performance execution.Now, as Vice President and Private Wealth Advisor at DWT Wealth, I bring that same intensity to helping professionals, business owners, and athletes build, protect, and grow their wealth with clarity and confidence.At DWT Wealth, we believe elite outcomes come from elite systems.Our process combines institutional-level investment management, comprehensive financial planning, and custom for those balancing both financial opportunity and responsibility.Whether you’re managing liquidity from a business sale, structuring long-term wealth for your family, or navigating the complexities of NIL/professional athletics, my goal is simple:To help you achieve financial freedom through a proven, concierge-level planning experience.

Experience

  1. Vice President

    Dwt Wealth

    Oct 2024 — Present

    Advise professionals, business owners, and athletes on personalized investment and financial planning strategies.Lead relationship management for households around the nation.Specialize in financial planning, asset management, retirement strategy and athlete/NIL financial advisory.Collaborate with top institutions to construct and manage custom model portfolios.Disclosures:DWT Wealth is a DBA of OneSeven, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Advisory services offered through OneSeven.

Education

  • Indiana University - Kelley School of Business

    Graduate Certificate, Executive Management

  • Indiana University - Kelley School of Business

    Bachelor's degree, Business Finance

    2019 — 2023

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Sean W. — Vice President at Dwt Wealth in Akron, OH, US | Unifers