Broker Check

Products & Services

At Van Reed Wealth Management, we provide assistance in the following areas:

At Van Reed Wealth Management, LLC our skilled professionals provide services in all aspects of financial planning, estate planning, insurance, and tax planning. You can trust our experience to provide the results you require with the utmost in personal service and attention.

Clients partnered with Van Reed Wealth Management, LLC enjoy experienced consultation, professionalism, and responsiveness. It is our goal to provide our clients the kind of service and opportunities usually reserved for multi-billion dollar institutional investors.

Browse our list of services below to learn how we can assist with your financial needs.


At Van Reed Wealth Management, we take pride in our comprehensive approach to financial planning. We strongly believe that sound financial planning requires an in-depth analysis of all factors that may arise in your quest to meet your financial and personal goals. Our team of experienced professionals personally meets with you to discuss finances, current needs and concerns, future goals, risk tolerance and time horizons. During this discussion, we work together to identify your values and goals, define your investment objectives, and then develop and implement a suitable strategy to pursue those goals.

Our services alone do not make us unusual. In fact, many financial advisory firms offer some of the same services. What does make us unique is our logical and scientific disciplined approach to investing, quality of service, objectivity, and commitment to achieving our clients` intended goals. We believe we offer the best service and solutions in our industry and are constantly striving to improve.

Through segmented planning we can address specific planning issues as timing demands. These include:

Retirement Planning

College Planning

Investment Planning

Estate Planning

Insurance Planning

Personal Transition Planning

Business Transition Planning

Elder Care Planning

Special Needs Children Planning

Budgeting and Bill Paying

Financial Education

Asset Management

Van Reed Wealth Management, LLC is dedicated to fulfilling the wealth management needs of high net worth individuals and institutions. Our team approach brings together a dynamic level of experience, knowledge, and resources to coordinate every aspect of your financial future. The asset management process involves three key areas:

  • Financial Management
  • Investment Management
  • Risk Management

Business Retirement Planning

  • How to Select the Appropriate Retirement Plan
  • Trustee Directed Pension and Profit Sharing Plans
  • ERISA Fiduciary Responsibilities
  • Defined Contribution 401(k) Planning
  • Retirement Distribution Strategies
  • Individual Retirement Accounts (IRA`s)
  • SEP
  • Roth IRA and Conversion Planning
  • 403(b) Planning
  • Solo 401k plans
  • Simple IRA and Simple 401k

Estate Planning

Institutional Services

  • Foundations
  • Endowments
  • 501(C-3) Non-profit Organizations

Money Management

Investment Policy Statements

Portfolio Evaluation and Performance Monitoring

Tax Planning

Insurance Planning

  • Life
  • Long-term Care
  • Fixed and Variable Annuities
  • Disability Income
  • Group Insurance Plans

Business Continuity Planning

Educational Planning

  • College Savings Plans (CSP) Section 529
  • Qualified State Tuition Plans (QSTP)


  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Varibale Annuities

Retirement Products

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchased Plan
  • Profit Sharing Plans

Risk Management

  • Disablility Income
  • Life Insurance
  • Long Term Care