We were founded to help successful families achieve all that is important to them and we strive to work with professionals who also have expertise in their related fields.
We work with successful families and individuals to go beyond typical investment planning. We provide the collective perspective of a team, rather than just one individual’s advice in helping you achieve your goals. Your team will be led by experienced wealth managers who will coordinate with other professionals, including tax professionals, disability and life insurance specialists, estate attorneys, risk management specialists, and more to evaluate all aspects of your finances.
Life is a complex variable; it is crucial that your financial planning be versatile because change is inevitable. Your circumstances, priorities, and goals will change as life progresses. We partner with a professional network of experts in the fields of tax, legal and risk management to ensure your family’s plan is tailored, and able to adapt to those changes.
As you change and grow, the environment of your money fluctuates; the stock market, taxes, and estate laws change. We make it our mission to understand and support your goals and help you create a wealth management plan that can adjust to your needs. With a CFO approach to your wealth and legacy planning, we exercise years of experience and expertise in the industry to help accomplish your goals. At REAP Financial, we consider our clients family, so we take wealth management personally. With our in-depth approach to planning, managing, and protecting assets; we help our clients forge the future they envision with our team of experts.
At REAP Financial, we understand that everyone’s financial circumstances and goals are unique, so we create a comprehensive strategy to fit your specific needs. To begin, we’ll sit down and listen to your financial goals, help identify gaps that may exist in your current plan, and prepare an advanced financial plan to help you accomplish what matters most to you and your family.
We assemble our team of experts and collaborate to make sure that everyone is on the same page and working together for our clients. Once we have a comprehensive road map for your goals, we regularly monitor your portfolio in accordance with your objectives.