William L. DiMenna is the second generation of his family dedicated to their client's financial health and growth. He earned an MBA from Case Western Reserve University in Cleveland, OH where he concentrated in Finance and Strategic Management. He graduated in 2000 from Allegheny College in Meadville, PA where he studied Chemistry and Economics. He holds the Series 7 with LPL Financial and the Series 66 with LPL Financial and Tyler-Stone Wealth Management.
William brings strong analytical skills to his approach that each client's financial situation unique. He works seeking to ensure that clients maximize their tax planning throughout their life, career, retirement, and to subsequent generations using 401k, IRA & Roth IRA, 529 education plans, capital gain step-up, trusts, life insurance, and other account strategies. He finds personal satisfaction building a financial strategy and plan for each client's future.
William builds a custom portfolio of investments to match the risk and requirements of each client including individual stocks, bonds, options, ETFs, mutual funds, alternative investments, structured products, and life insurance. Special attention is given to the client's current holdings with a goal to generate an after-tax total return.
William holds himself to a high standard and welcomes clients who challenge him to devise an optimum plan for their financial future.
William and his wife Courtney reside in Shaker Heights, OH with their three daughters.