FOCUS FANATICS

SEE WHAT OUR CLIENTS ARE SAYING…

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Private Wealth Management

Let’s get one thing out of the way first: yes, Bill Cupach is a diehard Cleveland Browns fan,  and we are Steelers fans.  And yes, we chose to work with him anyway. That should tell you everything you need to know about how good he is.  Bill and I go way back—he was our longtime Field Vice President, but more importantly, he became a close confidant and friend. So, when we needed someone to help elevate our private wealth management firm to new heights, trusting him was a no-brainer.

Ed Poach, CEO FORTIFY
Tony Pol, President CEO FORTIFY

Two men in suits, the Handel brothers, standing and smiling outdoors

The Handel2Group

Bill has played an important role in our practice since the beginning of my career. Once Bill shared his plan to transition away from corporate to a coaching role, I was sure I wanted to continue our work together. We were like many smaller teams focusing mainly on GDC without much attention paid to other areas. Bill has helped us become a more well-rounded practice and has helped us see the growth we are looking for! Our firm now has established mission, vision and set of core values that along with Bill’s leadership gives us confidence & clarity to grow our firm successfully!

Brad Handel, The Handel2Group
Mark Handel, The Handel2Group

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Bridge Point Wealth Partners

I have worked with Bill for many years, and he has helped our practice achieve significant growth.  We truly see Bill as an integral member of our team we can rely on consistently.  We connect on a regular basis and engage to discuss everything from mundane tasks to complexities such as practice acquisition and succession planning.

He has been great to hold us accountable and keep us laser-focused on our most pressing issues. Without Bill’s assistance, we would not have achieved the success and growth of our overall team!

Brian Hamilton,
Bridge Point Wealth Partners

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Guidelight Financial Group

When we first started working with Bill in his coaching role over a year ago, I have seen transformational change in how the members of my team think about their activity and results. His systems, processes and ability to get everyone to “buy-in” have paid dividends on many fronts.  His work with me has allowed me to devote more time to growing the firm and staying laser focused on the key business metrics of the firm.  I have personally known Bill for 20 years and I can attest you will always get 110% of his effort.

Tom Shortreed,
Guidelight Financial Group

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Bridge Point Wealth Partners

I started working with Bill over 20 years ago when he became my Field Vice President. Over the years, we developed a great relationship, and he helped me navigate through the growing pains of my business, including several practice acquisitions.  When he became a franchise consultant, I didn’t hesitate to engage him.

He has helped create processes and procedures for accountability and ongoing engagement not just for me, but for all of the advisors and staff on my team. He has also helped greatly with our team re-branding, and the transition of my business partner from an advisor to a staff role. I strongly recommend Bill to help guide your business.

Garrett Helfritch,
Bridge Point Wealth Partners