Helping individuals and families navigate a complicated landscape.
A Commitment to Guiding You Through Life's Transitions
Reliance Wealth Management is a team of experienced financial professionals dedicated to helping individuals and families navigate the complexities of their financial lives. We believe that financial planning should be a collaborative process, tailored to your unique needs and goals.
Why We Do It
We understand that financial planning can be daunting and overwhelming. We are passionate about empowering our clients to make informed decisions about their financial future. We are driven by:
- Trust: We earn your trust by maintaining the highest ethical standards and confidentiality in all client interactions.
- Honesty: We believe in open communication and transparency throughout the planning process.
- Integrity: We adhere to strict ethical guidelines and always act in your best interests.
Our Services
We offer a comprehensive suite of services to meet your diverse financial needs, including:
Financial Planning
- Goal-setting
- Retirement planning
- Estate planning
- Investment planning
- Insurance planning
Investment Management
- Portfolio management
- Wealth preservation strategies
- Estate accumulation & distribution
Life Planning Services
- Retirement analysis and optimization
- Social security planning
- Estate planning review and updates
- Insurance review and recommendations
Our Team
Our team consists of experienced professionals with diverse backgrounds and expertise in various fields of financial planning. We are committed to providing personalized attention and guidance every step of the way.
Meet Our Team
- Chris Thompson: Managing Director
- Andrew Gardner: Wealth Manager
- Rochelle Bell: Office Manager
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