Your Personal CFO
Wealth management isn’t just for the super-rich — it’s for anyone ready to take control of their financial future. Build wealth, protect what matters, and create the life you want.
Financial Planning Is Simpler with a Trusted Advisor
Making investment decisions in a financial marketplace that is increasingly complex and constantly evolving is difficult. It’s crucial to work with professionals who prioritize your best interests.
Whether you’re embarking on your first career, getting married, planning for a child’s education, or preparing for retirement, Firelands Wealth Management can help you create a strategy to achieve your goals.
Your Partner in Achieving Long-Term Financial Success
We offer comprehensive wealth management services, including:
- Investment Management
- Financial Planning
- Estate Planning
- Tax and Education Planning
- Life Insurance
- Securities-backed Lending
- Trust Services
- Retirement Plans including 401ks, Simple IRAs, SEP IRAs
Your Personal CFO for a Secure Financial Future
Firelands Wealth Management has been an independent Registered Investment Advisor (RIA) from day one, which means we are a true Fiduciary — always acting in your best interest. Unlike many advisors tied to big firms or Broker-Dealers, we have zero conflicts of interest and no hidden agenda.
We’re here to guide you through all financial decisions, whether it’s optimizing your company’s 401(k), deciding whether to buy or lease a car, or finding the best way to finance a large project.
Your goals come first — always.
William (Bill) C. Murray
Bill bought his first stock when he was 12 years old, and followed the share price every day in the Cleveland Plain Dealer. This sparked a lifelong passion for investing. Bill became a financial adviser to share his passion with others, so that they may leverage his experience to help meet their goals.
Bill attended Boston College and earned a bachelor’s degree in Sociology, and then began law school at Suffolk University in Boston. After his first year, he studied abroad in Lund, Sweden, studying comparative corporations and international human rights. Upon his return, he transferred to Capital University Law School in Columbus, OH, where he finished his degree and subsequently passed the Ohio Bar Exam.
After practicing law for two years, Bill decided to change careers and follow his passion: investing. He joined Merrill Lynch’s financial adviser training program in April of 2011, and worked there as a financial adviser until the end of 2012. In 2013, he moved to Huron with his family and joined an advisory team at UBS Financial Services in downtown Sandusky. He left UBS in March 2015 to found Firelands Wealth Management.
Contact William at (419) 616-0092
YourCFO@firelandswealth.com
Jeremy A. Pifer, CFP®
Jeremy was born and raised in Bellevue, OH. He received his B.A. from The Ohio State University in 2005, a master’s degree from Ashland University in 2010, and the CERTIFIED FINANCIAL PLANNER™ designation in 2018. Initially he was trained as a mental health counselor, but during his practicum he saw personal finances as a foundational element to the quality of life of his clients. It was at this time, in 2009, that he changed career course and started with Ohio National Financial Services. After nearly a decade, he decided to join Bill at Firelands Wealth Management to focus on truly independent, fiduciary financial planning.
In his spare time, Jeremy has a collection of hobbies that include: Brazilian Jiu Jitsu, sailing, fly fishing, beer brewing, hiking/camping, hobby farming, cooking, and more. Above all these, is spending time with his wife of 12 years and their two children.
Contact Jeremy at (419) 616-0092
YourCFO@firelandswealth.com
Level up your finances with a Personal CFO by your side—connect with Firelands Wealth Management today.