I’m retired.
Retirement can last decades. Let’s take a look at your financial plan to make sure your resources support the way you’re living.
I’m retiring soon.
If you’re planning to retire in the next 5-10 years, let’s take an inventory of your savings and investment strategies and make adjustments that help you hit your goals.
I’m starting to build wealth.
Visualize what’s possible for your future. Our team will help you dream bigger and chart a course that leads you there.
I’m a business owner.
Get support for all stages of your business, including:
- Setting up and managing your company’s Retirement Plan
- Employee Education
- Sucession Planning
- Tax and Investment strategies
Our Team
Rea Wealth Management is a destination for advisors and clients alike. The breadth of our team-wide experience helps us bring solutions to complex financial goals.
If you’re a financial advisor looking for support or to join our team, get in touch.
We are proud to partner with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer that helps independent advisors like us serve their clients.
Our partnership with Commonwealth supports our commitment to remain free to act in your best interest, without any pressure to promote proprietary products or strategies.
Our strategic partner, Rea, ranks among the nation's top 100 business advisory and accounting firms according to Accounting Today*, with a growing presence across the country. Rea provides comprehensive solutions through strategic tax planning, business valuations, and exit planning. Our partnership with Rea connects clients to seasoned professionals who work collaboratively to develop and execute financial strategies aligned with their goals. Let's build your financial future together.
Tax, accounting, and business valuation services offered by Rea are separate and unrelated to Rea Wealth Management and Commonwealth.
*As of March, 2024