Reservoir Wealth Management

At Reservoir Wealth Management, we are dedicated to providing our clients with a comprehensive approach to wealth management. As a fee-only Registered Investment Adviser, our team is committed to helping individuals and businesses achieve their financial goals. Our services are designed to provide personalized guidance and expertise, ensuring that our clients receive the highest level of care and attention.

Our Services

Our team offers a range of services tailored to meet the unique needs of our clients. These services include:

• Investment Management: We construct and manage portfolios using the principles of modern portfolio theory, built with no-load mutual funds and ETFs.
• Estate Planning: We guide clients through the process of planning their estate, maximizing wealth transfer to the next generation.
• Tax Planning: We integrate tax planning directly into our process, providing clients with a comprehensive approach to managing their tax obligations.
• Social Security Claiming Strategies: We help clients review and optimize their Social Security claiming decision, using software to show the trade-offs of claiming early.
• Retirement Income Planning: We assist clients in turning their 401(k) or defined contribution plan into a sustainable income stream.
• Small Business Retirement Plans: We help businesses set up and manage their company's 401(k) plan, SIMPLE or SEP Plan, providing a complimentary cost benchmarking report.

Our Fiduciary Standard

As a fee-only Registered Investment Adviser, we operate under a fiduciary standard, meaning our interests are aligned with those of our clients. We do not receive commissions for investment products or funds, and our team is dedicated to putting our clients' interests first.

About Our Founder

Jared Walsh, CFP, CPA, is Lima's only CFP/CPA, operating as a fiduciary for his clients. With extensive experience in personal and business tax and estate planning, Jared has been helping clients achieve their financial goals for over 18 years.