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Stephen Daprile

Advisor at Gem-Young Wealth Advisors, LLC

Updated today
Gem-Young Wealth Advisors, LLC logo

Firm

Gem-Young Wealth Advisors, LLC

Location

Canfield, OH 44406

Credentials

CFP®, Series 65

Industry experience

7 years

About

Stephen Daprile is a CFP® with seven years of industry experience, currently serving as an advisor at Gem-Young Wealth Advisors, LLC. He has been with the firm since 2019 and holds a Series 65 license. Gem-Young Wealth Advisors provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm incorporates fundamental analysis, long- and short-term trading, and includes insurance products alongside traditional investment vehicles in its offerings.

Client services

Based on Gem-Young Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Gem-Young Wealth Advisors, LLC

College savings (529s, UTMA, etc.) Annuities Real estate investing

Fee options

Fixed

One-time financial planning fee for clients with $250,000 or less assets (specific amount not stated).

Percentage

$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.75% $2,500,000 - $5,000,000: 0.50%

Other

Fee-only: One-time fee for financial planning for clients with $250,000 or less assets (amount not specified). Portfolio management fees as tiered above.

Location

3792 Starrs Centre Dr.

Canfield, OH 44406

Most active in

Ohio · Pennsylvania · Texas

Work history

Gem-Young Wealth Advisors, LLC

2019 - Present (7 years)

Student

2002 - Present (24 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Cody D

Series 63, Series 65

Canfield, OH

Dye Family Office

General tax planning General estate planning guidance Wealth management
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Scott D

Series 63, Series 65

Canfield, OH

Scott S. Duko, Registered Investment Advisor, Ltd.

General retirement planning College savings (529s, UTMA, etc.)

Matt G

CFP®

Salem, OH

Unrivaled Wealth Management

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States. Business executives and other professionals start working with me when: • They don't have the time and/or desire to properly manage their finances. • They're experiencing a significant life event and need help navigating the financial ramifications. • They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them. I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning. Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors. • I avoid financial jargon and explain topics in plain English. • I want you to understand every recommendation before it's implemented. • You’ll always speak directly to me and receive personalized answers to your questions. • You never have to wonder if my recommendations are incentivized by a commission or ulterior motive. • I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard. Book an introductory meeting and let's see if it makes sense to work together!

Equity Recipients (RS/RSU, SOP, ESPP) Executive FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Jeffrey Z

CFP®, Series 63

Salem, OH

Zimmerman Capital Management

General retirement planning General tax planning Wealth management Passive / index investing
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Shane C

Series 65

Leetonia, OH

Broker One

Family Business Charitable giving & philanthropy Cash flow / budgeting
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Samuel F

CFP®

Canfield, OH

SSB Managed Wealth, LLC

Annuities Wealth management
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