Connie Costanzo

About

Typically I work with professional executive women who want financial stability, freedom and independence; who don't want to run out of money in retirement; women who like to create multiple streams of income, who have the challenge of time to do financial planning for themselves or lack sufficient knowledge of investments and tax strategies that are most beneficial to them.

I help them make it easy; to achieve clarity and establish a vision for their dreams and for their future.  I show them ways to optimize cash flow by being intentional. I know financial planning.  I know how to create stability.  I know investments.  

I also help those who have suffered the loss of a loved one to navigate the challenges of coming into an inheritance and aren’t quite sure what to do with it.

I help them get clarity and vision as well, for their future and assist in optimizing the monies they receive.

Using the fundamental principle of putting your needs first, I will help you to make a difference in your financial portfolio by taking what can seem to be complex and instead create simple steps to achieve your financial dreams. Together, we will not only protect the assets you have but we will help build on them.  

My background in the financial services industry gives me unique insight to accomplish these objectives. 

I have enjoyed living in the Brunswick/Strongsville, Ohio area all my life.  I have an amazing husband and four wonderful grown children, a beautiful daughter in law, as well as two grandchildren that I am incredibly proud of and who amaze me every day with the great endeavors they take on in life. 

At WestPoint Wealth Management, LLC, we’re focused on you. We are a specialized boutique and independent financial planning firm which enables us to offer you a wider array of products and services.  We have a very diverse support team that focuses on helping you reach your short and long-term financial goals.

Please reach out to learn more:  ccostanzo@westpointwealth.com

Advisory Services offered through WestPoint Wealth Management, LLC, a Registered Investment Advisor