The VanSuch-Chahine Wealth Management Group

push-top

The VanSuch-Chahine Wealth Management Group

Introduce us to a friend

Learn more about an advisor's background on
FINRA's BrokerCheck

At The VanSuch-Chahine Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. With the global resources of Merrill Lynch, we’ll place you at the center of the wealth management process as we work together to design goals-based financial strategies to help you reach the goals that matter most to you.

The VanSuch-Chahine Wealth Management Group

Welcome

Continuing its tradition of exceptional client service and devotion to fulfilling the most cherished goals of client families, The VanSuch-Chahine Wealth Management Group serves physicians, engineers, attorneys, CPAs, business owners, retired couples, widows, and generations of families across Ohio and the United States.

“Enriching the quality of clients’ financial and personal lives demands our knowledge of what makes them tick. Through frequent discussions, we can appreciate who clients are, what drives them, and how we can help them move forward. By working with both spouses and looking at the impact of decisions on entire families, we can help clients enjoy the rewards of their years of hard work,” John Chahine explains.

Philosophy

A hallmark of the team is its holistic and realistic approach to wealth management. Steve VanSuch, John Chahine and their team assist individuals who value the team’s desire to optimize distinct areas that can brighten a client’s financial picture. With tax minimization and estate planning strategies a key focus, Steve and John often coordinate with clients’ CPAs and attorneys throughout the year. Clients can also access Bank of America, N.A. for commercial, residential and securities-based lending. And because being prepared for likely and unlikely circumstances can be critical to positive outcomes, clients are reminded of Social Security strategies, long-term-care insurance, and other considerations.

When it comes to investments, Steve and John take an educated and unemotional view of investing and encourage clients to do the same. Rather than time or try to beat the markets, The VanSuch-Chahine Wealth Management Group takes cues from clients’ financial concerns and goals. Using Merrill Lynch research, the team crafts each client’s portfolio with a long-term perspective and what may be a blend of stocks, bonds, ETFs and other asset classes – to help withstand market volatility. 

“The most common question we hear from clients is ‘will I have enough for the retirement I want’? That’s a reminder of the importance of our roles, that clients depend on our wealth of experience, and that they trust our commitment to their best interests. I think what separates us from other advisors is our willingness to be there for clients – when all sorts of questions and challenges arise. Our naturally-occurring friendships with clients reflect our ability to accompany them and care about their financial journeys,” Steve points out.

Approach

We begin every relationship with a conversation, helping you to identify and prioritize which goals matter most to you. Whether that's transferring wealth to the next generation, customizing financial strategies that help you pursue your passions, or simply providing advice and guidance to help you stay informed, we start by listening to learn more about you.

Merrill Lynch developed the Investment Personality Assessment to help us get to know your investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can help customize the financial strategy we develop together.

Capabilities

Our process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. Our ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. We can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Focus On Individuals and Families

We work primarily with high-net-worth individuals and families. We’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
We work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Get To Know Us

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Stephen C Vansuch

Stephen C Vansuch

Resident Director - Wealth Management Advisor

330.702.7329
John J Chahine

John J Chahine

Wealth Management Advisor

330.702.7307
Lisa  O'Bryant

Lisa O'Bryant

Analyst - Business Mgt

330.702.7302
Patrick F Russo

Patrick F Russo

Analyst - Relationship Mgt

330.702.7310
Diane L Spagnola

Diane L Spagnola

Registered RD Assistant

330.702.7325
Ashley  Szanny

Ashley Szanny

Client Associate

330.702.7344
Brian  Austalosh

Brian Austalosh

Registered Client Associate

330.702.7306

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

profile photo

George Cremeans

Wealth Management Lending Officer NMLS # 188582

profile photo

Clarissa Goolsby

Wealth Management Banking Specialist

Jeremy T Floberg

Jeremy T Floberg

Trust Specialist

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

ML_Video_v2.jpg
Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


MLCampaign_WhyML_v3.jpg

We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.