Your future
begins now.
Tailored Financial Guidance
Financial Planning & Wealth Management Services
Firefly Wealth Management provides personalized financial planning and wealth management services. Firefly Wealth is fee-only and is held to a fiduciary standard. We offer robust reporting on your portfolio; account access is always available via our mobile app or your client portal.
Firefly Wealth never takes custody of your funds and we do not sell any proprietary investment and/or insurance products.
Let Firefly Wealth help secure your financial present for a more abundant future.
Manage Your Assets
Partner with a hands-on investment manager that understands your goals and how to invest in the current market.
Help to Grow Your Wealth
You’ve worked hard for your salary. Partner with a CERTIFIED FINANCIAL PLANNER™ professional who will respect how important your needs and priorities are.
Plan Your Retirement
Firefly Wealth will manage your wealth so that you can focus on your retirement. We manage your finances in a way that is compatible with your unique lifestyle – now and in the future.
Keep Your Best Interests in Focus
At Firefly Wealth Management, we believe that a solid financial plan is the foundation of your future. Our team works closely with you to create a personalized strategy that aligns with your goals and dreams.
Understand Your Financial Life
We desire our clients to not only be financially successful, but also personally fulfilled, without feeling like the weight of the world is on their shoulders. Let Firefly bear that burden—and be your financial partner that helps you better understand your finances. Let’s work together to reach your goals.
Strategic Investment Management
Firefly Wealth Management oversees your investments according to your individual and/or family goals, with enough flexibility to respond to changes, market-driven or otherwise.
We aim to manage your portfolio while being tax-efficient and weighing the necessary risks to achieve your specific financial objectives. We strive for the highest after-tax return when accounting for risk, based on your personal risk tolerance.
Personal Financial Planning
Helping you reach your financial goals and objectives with actionable to-do’s—leaving you with a clear understanding of your investments, net worth, cash flow, and concrete actions you can take to secure and expand your wealth.
Retirement & Family Financial Planning
Actively collaborating with you to create a realistic plan for the retirement you’ve worked had for.
Investment Management
Hands-on management of your investment portfolio using data-driven, strategic investment recommendations and optimization based on your unique goals, time horizon, and risk tolerance.
HR & Benefits Department Liaison
Advocate on your behalf with your employer, to ask appropriate questions and engage in a more productive meeting that makes your benefits actually benefit you and your family.
*To the extent allowed and authorized by clients in writing
Joshua Levine is a CERTIFIED FINANCIAL PLANNERTM.
Firefly Wealth Management is a member of the Schwab Advisor Network.
your future begins now.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Firefly Wealth Management LLC is a registered investment adviser located in Cleveland, Ohio. Firefly Wealth Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Firefly Wealth Management LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Firefly Wealth Management LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Firefly Wealth Management LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Firefly Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the
prospective client resides. For information pertaining to the registration status of Firefly Wealth Management LLC, please contact the state securities regulators for those states in which Firefly Wealth Management LLC maintains a registration filing. A copy of Firefly Wealth Management LLC ’s current written disclosure statement discussing Firefly Wealth Management LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Firefly Wealth Management LLC upon written request. Firefly Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Firefly Wealth Management LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
These materials have been independently produced by Firefly Wealth Management. Firefly Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Firefly Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.