Wells Trecaso Financial Group/Carson Wealth

Wells Trecaso Financial Group/Carson Wealth As your trusted advisor, we’re focused on adding convenience and simplicity to your life.

09/01/2026
Although not discussed nearly enough, lifetime income taxes are some of the most significant expenses that retirees face...
07/15/2026

Although not discussed nearly enough, lifetime income taxes are some of the most significant expenses that retirees face and may be the most significant expense in retirement. Working with a tax-savvy financial advisor can potentially save you a significant amount of money through understanding the tax code and making tax-smart decisions.

Learn why tax planning is a women and family issue, from the widow's penalty to legacy planning, and how to help reduce lifetime taxes.

07/09/2026

Should you gift assets now or leave an inheritance later? Explore tax impacts, estate planning strategies, and what’s best for your heirs today.

Address

3560 West Market Street, Suite 340
Akron, OH
44333

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13307521547

Website

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