Van Reed Wealth Management

At Van Reed Wealth Management, we are dedicated to providing comprehensive financial services designed to serve the needs of affluent individuals, business owners, and their families. Our team of experienced professionals specializes in integrated wealth management, offering 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.

As an independent wealth management and investment advisory firm, we take a holistic approach to managing your wealth, examining all the relevant components such as family dynamics, entity structures, cash flow, tax attributes, and risk to provide optimal quantitative and qualitative solutions tailored to your goals. We believe that successful wealth management requires a diverse array of technical expertise, discipline, and professionals dedicated to working towards your objectives.

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.

Our Services

We offer a wide range of services designed to help you achieve your financial goals. Our comprehensive financial planning services include investment advisory services, estate and trust planning, risk management, bill pay, and expense management. We also provide management and/or integration planning responsibility for any services that are outsourced, delegated, or shared with third parties or other intermediaries.

Our team of experienced professionals is dedicated to providing personalized attention and tailored solutions to meet your unique needs and goals. Whether you're an individual, business owner, or institution, we believe that our integrated wealth management approach can help you achieve financial success and confidence.

Our Commitment

At Van Reed Wealth Management, we are committed to providing exceptional service and personalized attention to each and every client. Our team of experienced professionals is dedicated to helping you achieve your financial goals and objectives. We believe that our integrated wealth management approach, combined with our comprehensive suite of services, sets us apart from other financial advisory firms.

We encourage you to explore our site and learn more about our firm and the services we provide. Should you have any questions or like more information on our firm, please feel free to email us or call us at (610)-678-8999. We look forward to hearing from you and working with you in the future.