(330) 893-0113      info@pleasantwealth.com

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Create a life you love with a solid financial strategy behind it.

It’s time to feel good about money again.

Uncover what’s financially possible for you


When you are clear on what you want in life, the financial strategy becomes easier to initiate. Even if you don’t want to understand technical money management, we help you prioritize what’s important to you first then design a financial strategy that moves you forward joyfully. You’ll love our coaching approach.

Facilitate Money Effortlessly

You desire the right conversation at the right time. You desire your Financial Planner, CPA, and Estate Planning Attorney to be on the same page. You desire your money to be available when you need it. We want that for you, too. That’s why we partner with you to faciliate the conversations and seamless money movement on your behalf.

Trust Income

Take comfort in predictable retirement “paychecks” that maximize your resources like Social Security and pensions. With guardrails in place to keep you from over-drawing your investments, we help you meet near-term cash flow needs while keeping an eye on long-term considerations for consistent income you don’t outlive.


You’re not alone

Many people feel confused about how to make retirement work. With nearly three decades of experience, we’ve honed our process to ask the questions that get better answers so that we can provide an innovative approach to help you grow and keep more of your wealth for what matters most.

What clients love about working with us:

Deep industry knowledge, concisely delivered

Semi-annual checkins to ensure you are on track

Attention to and taking action on what matters most

Candid, impactful conversations about your money and life

A consistent, long-term & data-driven financial strategy

Walk away from every conversation feeling good about money again

Feedback from our clients

Planning for retirement income isn’t a cookie cutter approach. Pleasant Wealth addressed our individual life goals and asked the right questions to help formulate a plan that suited our needs and goals. We highly recommend their people-oriented approach to retirement planning.

Phyllis & Steve

An unexpected divorce left me searching for practical financial direction from a caring, attentive advisor. Pleasant Wealth helped to clarify my personal values and financial goals, setting me on a confident trajectory of financial growth.


Our experience with Pleasant Wealth has been exceptional in every way. We continue to benefit greatly, not only from a financial planning standpoint, but from the caring discussion and genuine interest in our personal lives and family.

Mark & Tammy



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