We’re Here for You

We’re committed to safeguarding the health and well-being of our team members, clients, families, and members of our community. To continue providing you the quality of service and personal attention to which you’ve been accustomed to and deserve, we’ve shifted all in-office or face-to-face appointments to email, phone, or virtual meeting until further notice.

While the uncertainty of the viral outbreak and its impact on the markets can be unnerving, know that we’re keeping a close watch over these current fluctuations on your behalf. Most importantly, we’re on the lookout for any emerging long-term trends that might impact your financial plans and will be sure to communicate with you if any actionable plans arise.

As we continue to respond to the impact of COVID-19, our dedicated team is here for you–we’re ready to listen, support, and help guide you through these uncertain times. We’ve put together this page as a resource center to connect you to up-to-date news and resources that we hope will address some of your concerns and provide reassurance.

Protecting You and Your Family’s Health:

The coronavirus (COVID-19), a viral disease that was first identified in Wuhan, China in 2019, has been officially declared a pandemic after spreading to over 150 countries, according to the World Health Organization (WHO).1 Although the implications of the novel disease have yet to determined, it’ll continue to disrupt just about every aspect of our lives for weeks and months to come. Click to explore links below.

Coverage in the Financial World:

Staying Connected

If you have any concerns in the meantime, please feel free to reach out–we’re always here to help. Do your friends and family know the questions to ask to make sure they’re basing financial decisions on all the facts, and not emotions, misconceptions, or opinions? Please share this page and our contact information with them.

We truly appreciate your trust and we look forward to working together for years to come.



Everyone has their own financial goals. Let’s start making plans for your financial strategy today or give us a call at 330-473-1060


Phone: 330-473-1060
Fax: 330-334-0808

131 College Street
Wadsworth, OH 44281
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Monday – Friday
8 a.m. – 5 p.m.

Check the background of your financial professional on FINRA’s BrokerCheck.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investment advisory services offered only by duly registered individuals through BA Schrock Wealth Management, Inc. (BASWM) and AE Wealth Management, LLC (AEWM). BASWM and AEWM are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
The purpose of this website is to provide general information on the subjects discussed, it is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individuals situation. Our firm does not provide tax or legal advice, all individuals are encouraged to seek guidance from qualified professionals regarding their personal situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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