Rea Wealth Management
Aim higher. Imagine more for yourself. We’ll help you see how to make it happen.
Rea Wealth Management offers personalized financial planning, investment management, retirement, business, and estate planning services to help clients achieve their goals.
About
Rea Wealth Management is a destination for advisors and clients alike, offering integrity, knowledge, connection, and trust. The firm’s team-wide experience helps deliver solutions to complex financial goals, including comprehensive financial planning, investment management, retirement planning, business planning, estate planning, and charitable giving. S
trategic partnerships with Commonwealth Financial Network and Rea, a top 100 accounting firm, ensure clients receive free, unbiased advice without pressure to promote proprietary products. The firm emphasizes community involvement and giving back through philanthropic activities.
Services
Financial Planning
Build harmony in your life by making a thorough plan for all your responsibilities, priorities, and aspirations.
Retirement Planning
Navigate all stages of retirement, including saving and investing, timing your retirement, selling your business, and living off your resources.
Investment Management
Build customized, tax-efficient solutions to drive your financial plan and deliver you to your goals.
Business Planning
If you own a business, it’s probably the most important factor in your financial plan. We’ll help you plan ahead so you get the value you need, when you need it.
Estate Planning
An estate plan lays out instructions for how to manage your resources both during and after your lifetime. The advantages of an estate plan are many, and commonly include: Giving more control over your assets during your lifetime; Providing care if you fall ill or are disabled; Facilitating wealth transfers at the lowest possible cost; Supporting causes dear to you through charitable giving and philanthropy.
Charitable Giving
We commonly identify opportunities to bring our clients’ charitable giving into harmony with the rest of their plan. We will guide you to more efficient and effective ways to support the causes you care about, such as considering a Donor Advised Fund.
