Company

Van Reed Wealth Management, LLC is an independent wealth management and investment advisory firm that specializes in providing comprehensive financial services designed to serve the needs of affluent individuals, business owners and their families.

In our view, integrated wealth management is the simultaneous examination of all the relevant components of managing your wealth, including family dynamics, entity structures, cash flow, tax attributes and risk, with the objective of reconciling these all toward the optimal quantitative and qualitative solutions required to achieve client goals. It requires a diverse array of technical expertise, the discipline to adhere to a thoughtful process and professionals dedicated and skilled at working toward that goal.

Van Reed Wealth Management specializes in integrated wealth management and offers a full suite of sophisticated in-house services that include Comprehensive Financial Planning, Investment Advisory Services, Estate and Trust Planning, Risk Management, Bill Pay and Expense Management. In addition we provide management and/or integration planning responsibility for any services that are outsourced, delegated or shared with third parties or other intermediaries.

In many cases we provide our clients with our full suite of services. In other cases, we team with existing advisors by tailoring our services around their existing expertise. Our primary consideration when defining a service engagement is whether we will be able to successfully execute the value propositions of providing integrated wealth management services to a client for a fair fee. Our advice is given in a comprehensive context and we measure success in terms of clients attaining overall objectives.