I’m retired.
Retirement can last decades. Let’s evaluate how your resources support your lifestyle and goals.
I’m retiring soon.
Planning to retire in the next 5-10 years? Let’s review your savings and investment strategies and make sure they’re aligned with your goals.
I’m starting to build wealth.
Explore what’s possible for your future. We’ll help you identify opportunities and create a strategy aligned with your priorities.
I’m a business owner.
Get support for all stages of your business, including:
- Setting up and managing your Retirement Plan
- Employee Education
- Succession Planning
- Tax & Investment strategies*
*Rea Wealth Management does not provide tax advice. Please consult a qualified tax professional.
Our Team
Rea Wealth Management brings together experienced professionals who work collaboratively to help clients address a wide range of financial planning and wealth management needs.
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