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Our Services

Guidance at Every Stage

We help you make informed financial decisions through every stage of life. We can coordinate with your accountant, lawyer, and other professionals to support a cohesive planning process.* 

These are common financial needs we can help with, but if you don’t see what you’re looking for, ask us directly.


*Rea Wealth management does not provide legal or tax advice. Please consult a qualified tax professional.

Financial Planning

The best time to make a financial plan is now. We’ll support your process with decades of knowledge and experience.

We can help you:

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Take a thorough inventory of your assets, expenses, and goals.


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With our guidance, identify risks and opportunities you didn't know to look for.


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Develop a financial plan aligned to your goals and priorities, including saving and investment strategies, financial education, and ongoing guidance.


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Monitor progress and make adjustments as your needs and circumstances evolve.


Investment Management

A financial plan and investment strategy often work hand in hand. We help you build and maintain a portfolio that reflects your goals, risk tolerance, and long-term priorities.

  • We’ll get to know you and work with you to develop a portfolio aligned with your goals and timeline.
  • Are you a risk-taker, or are you slow and steady? Let’s make your risk tolerance part of your investment strategy.
  • We’ll meet regularly to check in on how you’re doing. This is a long-term process, so we’ll touch base with updates and to learn if your goals or priorities have shifted.

Retirement Planning

This is usually at the forefront of our clients’ financial goals. The way we approach retirement planning will depend on elements such as your vision for your future, your strategies to date, whether you’re a business owner or executive, and more. The good news is there’s a way forward for everyone.

Charitable Giving

We commonly identify opportunities to bring our clients’ charitable giving into harmony with the rest of their plan. We can direct you to thoughtful approaches to support the causes you care about, such as considering a Donor Advised Fund.

Business Planning

If you own a business, it may be a key factor in your overall financial picture. We’ll help you prepare for future transitions in a way that reflects your goals and timeline.


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Selling Your Business

We can provide clarity about what the sale of your business means for you personally, so that you can evaluate how the sale aligns with your financial goals.

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Executive Compensation

We can help you put together an executive compensation plan aligned with your business goals. It may include insurance benefits, qualified retirement plans, stock options, personal performance initiatives, and other tax-advantaged nonqualified plans.

Estate Planning

An estate plan lays out instructions for how to manage your resources both during and after your lifetime. The advantages of an estate plan are many, and commonly include:

  • Giving more control over your assets during your lifetime
  • Providing care if you fall ill or are disabled
  • Facilitating wealth transfers at the lowest possible cost
  • Supporting causes dear to you through charitable giving and philanthropy

Is your financial plan aligned with your goals and priorities?

Aim higher and achieve with guidance from our advisors. Get started with a complimentary consultation.

Contact Us