Larry Werbel leverages more than 40 years of estate planning and wealth management experience to serve as the owner and managing partner of Evolution Partners Wealth Management, LLC, in Chagrin Falls, Ohio. In this role, he offers a variety of estate planning services focused on minimizing the impact of estate taxes, including will and trust planning, income tax planning, and retirement planning. He also helps clients with asset management diversification and cash flow projections. Currently, Larry Werbel manages approximately $40 million in assets.
Since founding the company in 2010, Werbel has enjoyed great success in the financial services industry. Cleveland Magazine named him a Cleveland Five Star Wealth Manager in 2013 and 2014, which places him in the top 2% of wealth managers in the area. The award is based on criteria such as client retention rates, the number of clients served, and the amount of assets managed.
Outside of his professional pursuits, Larry Werbel also contributes to a number of charitable efforts. He founded the Brian Werbel Memorial in 2007 to support cancer research at University Hospitals Case Medical Center. In addition to raising funds for cancer research, Werbel also serves on the board of directors for Cleveland’s National Cancer Leadership Council of University Hospitals.