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Pleasant Wealth, LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Pleasant Wealth is a small financial services firm based in Canton, Ohio, offering a holistic approach to retirement planning. It targets women and couples nearing retirement, aiming to provide clarity, confidence, and ease in managing their finances. The firm delivers tailored investment management and comprehensive financial planning, anchored by a signature 19-point financial health assessment, and coordinates with clients' CPAs and attorneys to align strategies.

It positions itself within the financial services industry as an advisor that goes beyond asset management, focusing on the broader relationship clients have with wealth. The service model emphasizes collaborative planning and personalized guidance from a compact team.

Find Pleasant Wealth, LLC employees' phone numbers or email addresses

Pleasant Wealth, LLC Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Pleasant Wealth, LLC's Leadership

  • Stylized image of a person
    L. H.
    Co-Owner & Advisor
    Mobile Phone
  • Stylized image of a person
    C. J. R.
    Associate Advisor
    Mobile Phone

Pleasant Wealth, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Consultant
  • Accounting
  • Other
  • Administrative

Contact profiles from Pleasant Wealth, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. H.
    Co-Owner & Advisor
    Mobile Phone
    United StatesGeorgia
    Apr 17, 2026
  • Stylized image of a person
    C. J. R.
    Associate Advisor
    Mobile Phone
    United States
    Jun 08, 2026

Frequently Asked Questions

What is Pleasant Wealth, LLC known for?

Minus sign iconPlus sign iconPleasant Wealth, LLC was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-330-893-****
. Explore Pleasant Wealth, LLC's company overview page for more information.

What is Pleasant Wealth, LLC's most common email format?

Minus sign iconPlus sign iconPleasant Wealth, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pleasant Wealth, LLC email formats with LeadIQ.

How many employees does Pleasant Wealth, LLC have currently?

Minus sign iconPlus sign iconPleasant Wealth, LLC has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pleasant Wealth, LLC's key employees and leadership?

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As of July 2026, Pleasant Wealth, LLC's key employees include:

  • Co-Owner & Advisor: L. H.
  • Associate Advisor: C. J. R.

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