Reynolds Advisory Partners assists business owners and other high net worth clients in evaluating and selecting independent, third-party wealth management expertise that best fits their complex investment, financial planning, tax, and estate planning needs. Our services and capabilities include:
- Introductions to our proprietary pre-screened network of local and nationally respected wealth managers based upon:
- Capabilities of current financial advisor
- Discussion of your investment philosophy
- Assessment of current and long term financial goals
- Preference for boutique or global solution providers
- Preference for open or closed architecture solutions
- Preference for diversified wealth management advice
- Interest in family office services
- Pre-screening, evaluating, maintaining, and growing relationships with the top performing financial advisors
- Understanding current and future trends in wealth management
- Aligning the unique needs of each client with a comprehensive solution
Led by Gretchen Lium, Senior Vice President of Reynolds Advisory Partners, clients benefit from Ms. Lium's first-hand perspective as a successful entrepreneur and an experienced financial professional.