Customized Planning. Distinguished Service.
Reganess Wealth Management Group works with affluent families who are searching for an experienced, caring team to help guide them through every life and wealth stage. Our clients have worked hard to build their wealth, and they want to enjoy the fruits of their labor while fostering a legacy that reflects their values. We believe our role is to help clients create the best life they can imagine, not simply accumulate assets or beat the markets. So, we focus on using our experience and service to transform wealth management with support that reflects your needs as an individual – and an investor.
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In our first meetings, you may be surprised by how little we’ll discuss your finances. Instead, we use this time to get to know you and your family dynamics, and determine whether our support will fit your needs. We enter every relationship expecting it to last for decades – and across generations – so we strive to ensure that our approach, skills, and personalities will be a good match.
During this discovery period, we will discuss a variety of topics, including:
- How you define success
- What values you hold most dear
- What financial concerns keep you up at night
- How family dynamics affect your life
- What you hope to gain from our support
The understanding we gain through these initial meetings will help form the foundation of our lasting, genuine relationship.
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For most clients, retirement is a large part of the future they’re planning. We don’t believe retirement is just about not working – we think retirement is
about being free. Whether your definition of freedom is global travel, time with your grandchildren, a new business idea, or anywhere in between, we’ll help you
plan a retirement that supports the life you desire. In addition, we’ll also work with you to pursue a debt-free retirement, so you can focus your attention on enjoyment, not financial obligations. We will address your individual retirement
needs with an approach that may include:
- Analysis of 401(k) options and defined-benefit plans
- Non-qualified deferred compensation
- Employee stock options and restricted stock
- IRAs, Roth IRAs, conversions and consolidation of retirement assets
- Insurance planning, including long-term-care assessment
- Pre-retirement planning and early withdrawal options
- Insurance policy review and risk/return analysis
- Legacy planning using donor-advised funds and charitable remainder trusts
- Risk-return analysis
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Once we have your initial financial strategy in place, we will implement the investments and bring your plan to life. Because each client has different objectives, we offer a variety of money-management programs. Through every step in your financial journey, we are committed to aligning our interests with yours. Our team’s compensation is directly tied to your financial growth, so you can feel confident we are guiding you
with objective, unbiased decisions. Our investing approach focuses on:
- Diverse research employing fundamental and technical analysis
- Risk analysis and cost-effective management
- Proactive, tax-efficient strategies
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After establishing your plan, we manage its progress toward your objectives and providing ongoing support. We stay abreast of what’s ahead, helping you remain equipped for the challenges of tomorrow.
From our experience, disciplined implementation and systematic review are critical aspects of any effective strategy. We maintain contact with our clients, so we can adapt our support as their lives or goals evolve. We believe the journey toward your financial future is just as important as your arrival at each milestone, and we strive to be your guides through every step. The markets will inevitably fluctuate – and your priorities or experiences may change over the years – but our team will be here, providing the advice, support and service you deserve.
