Wealth Management –

At Reap Investments, we believe that wealth management is an integrated process that understands your needs and provides solutions to your major financial challenges as well as offering strategies to improve personal performance.  This requires disciplined processes, customized solutions, ongoing implementation, analysis, updates, and personalized attention.  Our wealth management process begins with a detailed understanding of your goals and most significant financial needs and how they change over time.  Once your specific needs have been identified we proactively design solutions around those needs so that you will feel confident in the financial decisions you make.  However, Reap Investments’ wealth management process doesn’t stop there.  We believe that each person possesses unique internal wealth, which when developed and realized transforms our journey toward success and ultimately significance.

At Reap Investments our integrated wealth management strategy focuses on the four key areas of wealth accumulation, wealth preservation, wealth distribution, and personal development.

• Wealth Accumulation - Wealth accumulation is the foundation upon which you build and acquire the tools and resources that willprovide for your future needs.  At Reap Investments we provide personalized investment strategies that connect to your goals and develop a road map to realize those dreams.  We also go a step further and develop a relationship whereby we are just one phone call or meeting away to assist you with important issues such as banking, credit lines, mortgage financing, and discretionary spending so that we can be as helpful and proactive as possible.

• Wealth Preservation - When you accumulate wealth and your income increases it becomes important to create stability and balance between asset accumulation and preserving what you've work so hard for.  Investors at this stage typically begin to think more seriously about retirement, cash flow, insurance, taxes, and decreasing their overall exposure to risk.  At Reap Investments we recognizes the importance of making this transition and work directly with you to develop a long-term investment strategy that is designed to help address key issues and preserve your wealth. In addition, we help you develop strategic relationships with independent tax and insurance professionals to ensure your situation is fully understood and that you come away with the best overall strategy.

• Wealth Distribution - During your lifetime you have worked hard to accumulate and preserve your wealth and distributing your hard earned wealth is the one of the most rewarding and often overlooked aspects of your financial and personal journey.  Considering how to distribute this wealth to your family, loved ones, and philanthropic endeavors is important.  At Reap Investments we recommend creating an estate planning strategy that can reduce transfer and tax costs and ensure your wealth is distributed as effectively as possible.  We help you find an independent estate planning attorney and make sure your priorities are properly addressed and that your financial goals and circumstances are fully communicated. 

However, our integrated wealth management strategy doesn’t stop there.  We feel that distributing your wealth during your lifetime is vital to your journey from success to significance.  Reap Investments recognizes the fundamental truth that you must give in order to receive and that the more you give the greater fulfillment, impact, and significance your life will have.  At Reap Investments we go beyond traditional “wealth transfer planning” and are committed to working with you to find ways that you can give of your wealth now.  We seek out projects and opportunities that afford you the chance to give of your financial and internal wealth.

• Personal Development - At Reap Investments we believe that in order for you to pursue your dreams, find your calling and move from success to significance you must address both your financial needs as well as improve your performance.  One way we do this is by providing strategic business and executive life coaching services which help you improve your performance, find a fulfilling calling and proactively plan and manage your lives and businesses.  At Reap Investments we strive to offer more than just the usual “cookie-cutter” financial services, we meet you where you are at in your personal journey and help you to go further. 

Reap Investments’ integrated wealth management strategy requires strategic relationships with other independent professionals and service providers in disciplines that complement our core expertise.  We will be there with you when you meet with other professional to ensure your needs are fully communicated and your priorities realized.  Reap investments understands its fiduciary responsibilities and since we are not commissioned to sell any investment, insurance or other financial products we can truly put our clients first.  Developing strategic relationships outside of our investments practice, we believe provides important checks and balances for our clients benefits.