Broker Check
(800) 837-1872
jbutler@sagepointadvisor.com
LOGIN

Office

25550 Chagrin Boulevard,

Suite 220
Beachwood, OH 44122
(800) 837-1872

A Client-Centered Approach

Honesty, integrity, and trust are the cornerstones of our practice. We always put you first.

We're Passionate About Achieving Your Goals

Our mission is to help all our clients achieve financial success. We'll work together to develop an integrated, comprehensive, flexible financial strategy specifically designed and tailored for you.

Jack D. Butler, J.D.

Jack D. Butler, J.D.

Branch Manager

440-891-1134

Bryan Kranek

Bryan Kranek

Financial Advisor

216-373-2398

Alan Leitson, CFP®

Alan Leitson, CFP®

Financial Advisor

216-595-5151

Kerri Lenardic

Kerri Lenardic

Office Manager

216-714-3565

Steve Marks

Steve Marks

Financial Advisor

216-230-8967

When Markets React

When Markets React

When markets shift, experienced investors stick to their strategy.
Learn More
Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More
Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
Learn More

Have a Question?

Thank you!
Oops!