We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Our Mission
To deliver customized financial advice based on our client's goals and objectives to help them build and preserve their wealth on an after tax basis.
Who we are
REI Wealth Management opened in 2014 to provide customized financial advice to:
- High Net Worth Individuals and Families
- Foundations and Endowments
- Trusts
- Charitable Institutions
- Corporations and Small Businesses
