The difference is in the details...

Independence

As an independent private wealth management firm, I can offer a more flexible and closer client/advisor relationship than a large corporate investment firm.

My boutique approach allows my clients to receive personal access with focused attention in a one-on-one relationship.

Relationship

I am an extension of your family. I go through life with our clients: professional changes, birth of children, kids going off to college, marriages, divorces, illness, disability, unexpected life events, and death transitions.

I am proud of the relationships I build with my long-term clients through personalized advisory services.

I check-in with my clients frequently, not just with quarterly and annual review meetings.

Responsiveness

Easy, accessible, and responsive communication. I will answer the phone or promptly return your call, text, or email.

I meet you where you are — literally. I will meet you in your home or place of business for our updates and meetings. Your time is valuable.

I will listen to you.

If you have technical trouble with your online account or phone app, I will help you get it resolved.

When life happens, whether it is good or bad news, a health diagnosis, job loss, or sudden life change, I will prioritize meeting with you and together we will figure out how to adjust your current financial plan.

Holistic Approach

You deserve proactive strategic guidance and access to growth opportunities, risk management, and market dynamics.

I coach you through options as life happens and plans change.

I offer an integrated holistic approach to your entire financial picture with services that not only help you with your financial investments and retirement needs, but also address related estate planning, life insurance, and wealth transfer issues.

Investment Choices

I do not believe in cookie-cutter portfolios. With Reynolds Private Wealth management, you are not limited to investing in only third-party platforms, mutual funds, or annuities.

I have access and expertise to invest in a broad range of products to help you reach your goals. You can choose anything from shares in precious metals to individual stocks or bonds, mutual funds, ETFs, or other alternatives.

Values and Transparency

As a fiduciary, in my advisory relationships, your interests and needs come first.

Integrity and transparency are our core values.

Clear Fee Structure

My clients value being able to allocate their time and energy to what they care about most: their family, business, and hobbies.

I invite you to enjoy our simple, fair, transparent fee structure.

I inform clients clearly of fees associated with various investment programs and the pros and cons of the investment products I recommend.

There are no surprises or hidden fees.

Choose between:

  • Commission based fees (either up-front or deferred).
  • Fee based account (Fees are flexible based upon strategies selected).
  • Customized options are available for your unique situation.

“I help clients stay focused.”

Panic selling often generates lower year-end gains. If a client is scared and wants to panic sell, I meet them with calm rationality — backed by experience and market analysis.

I take the emotion and fear out of the financial decision process.

I listen. Together we resolve concerns. Most trades can be executed immediately while we're still on the phone with you.

Then I focus on getting those funds back into the market with your updated risk tolerance.

 

I Partner With You to Be a Co-creator of Your Financial Future.