Reach Strategic Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reach Strategic Wealth provides financial planning and discretionary investment management for individuals (including high‑net‑worth clients), charitable organizations, corporations and other businesses. The firm also works with institutional clients and offers pension consulting alongside hourly, project‑based, and ongoing Chief Wealth Officer (CWO) planning engagements.
Investment guidance is delivered through client‑specific investment policy statements and discretionary portfolio management that accounts for goals, risk tolerance and tax considerations. The firm’s methods include fundamental analysis, cyclical analysis, Modern Portfolio Theory and both passive and active construction techniques, and it offers implementation-focused project work as well as ongoing monitoring for comprehensive clients.
Compared with many independent advisers, the firm’s provision of portfolio management to institutional clients and formal pension consulting is uncommon. The practice also operates with staff support rather than as a solo practitioner, generally implements accounts through qualified custodians, and does not place client assets with outside money managers or participate in wrap‑fee programs.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $5,000 to $20,000, negotiable
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Negotiable
$450 per hour, fee may be negotiable
Main office
Southport NC
Advisors at this office
1
Most active in
Connecticut · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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