Together we can co-create your financial future.
Steps to work with me:
Discovery Contact
Let's meet on the phone or for coffee. Share your needs and goals. Learn about the services we offer to see if Reynolds Private Wealth Management might be a good fit.
Explore Possibilities
Collect your current financial documents, current situation details, current goals, and your questions. At this stage, we learn about your professional and personal history, as well as your values, goals, and risk tolerance.
Holistic Recommendations
After a clear understanding of the above, we recommend the appropriate options for your situation and together we create a financial plan that meets your needs, values, goals, and risk tolerance. This approach is holistic. We not only recommend a financial investment plan, but we also consider things like life insurance, wills, trusts, and legal considerations like power of attorney for you and your family members.
Ongoing Hands-on Support
The true value in our relationship
- As a high-touch boutique private wealth manager, I celebrate every milestone with you and encourage you every step of the way. I am available whenever you have questions or when life changes arise either by phone, email, text, or in person.
- You can expect weekly email communications and regular meetings. I meet at least quarterly or as often as needed to review your progress or make adjustments that keep you moving toward your goals aligned with current conditions.
- I do not place you in an investment program and let it run on autopilot. I actively manage and adjust your portfolio, communicating with you on an ongoing basis as we navigate your financial life together.