Vero Beach, FL Office
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Rehmann Wealth
Multi-team
Firm-wide stats for Rehmann Wealth
About
Rehmann Wealth provides comprehensive wealth management, investment management, financial planning, estate and wealth transfer, and business succession services to individuals, high‑net‑worth families, trusts, estates, charitable organizations, non‑profits, small businesses and institutional sponsors, including retirement plans. The firm manages both discretionary and non‑discretionary accounts and offers ERISA 3(21) and 3(38) fiduciary services for employer‑sponsored retirement plans.
Investment strategies combine advisor‑specific portfolios, in‑house managed asset allocation models maintained by Rehmann Capital Management Group (RCMG), and allocations to unaffiliated third‑party managers; portfolios are monitored continuously and adjusted for factor exposure, manager tenure, and client objectives. Rehmann Wealth also offers private investment opportunities for qualified investors (with firm policies limiting aggregate exposure), serves as a sub‑advisor to a Rehmann Master Fund for pooled access to private funds, and takes a constrained approach to crypto (recommending listed vehicles or manager/private fund exposure and not exercising discretion to buy non‑listed crypto); the firm also notes limitations and tradeoffs when clients request ESG‑focused strategies.
Compared with many multi‑team peers, Rehmann operates within a broader professional services group and discloses affiliations with an accounting practice (Rehmann Robson), a trust solution (Rehmann Trust/NATC), an affiliated broker‑dealer, and an insurance group, which can result in coordinated but separately contracted accounting, trust and insurance offerings. The firm also reports serving insurance company clients—a client type relatively uncommon among similar multi‑team advisors—and manages a multi‑billion dollar asset base while sponsoring a private master fund that can lower minimums for clients seeking private investments.
Based on Rehmann Wealth
Expertise
Based on Rehmann Wealth
Location
5070 Highway A1 A, Suite 250
Vero Beach FL 32963
Advisors at this office
3
Advisors at this office
Blaine P
Series 65
Vero Beach, FL
Rehmann Wealth
Blaine Perrin is a financial advisor at Rehmann Wealth in Vero Beach, FL, holding a Series 65 designation with one year of industry experience. Prior to joining Rehmann Wealth, he worked at Apex Trader Funding and FedEx Ground. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, estates, charitable organizations, non-profits, small businesses, and institutional sponsors, including retirement plans. The firm utilizes both advisor-specific portfolios and in-house managed asset allocation models, offers private investment opportunities, and operates as part of a broader professional services group with affiliated accounting, trust, and insurance services.
David S
Series 63, Series 66
Vero Beach, FL
Rehmann Wealth
David Savage is a financial advisor at Rehmann Wealth with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SunTrust Advisory Services and related entities from 2016 to 2023. Rehmann Wealth provides comprehensive wealth management and financial planning services to individuals, high-net-worth families, trusts, non-profits, small businesses, and institutional sponsors, including retirement plans. The firm offers a blend of advisor-specific portfolios, in-house asset allocation models, and third-party manager allocations, along with access to private investment opportunities and fiduciary services for employer-sponsored plans.
Jeannette M
Series 66
Vero Beach, FL
Rehmann Wealth
Jeannette Monroe is a financial advisor with Rehmann Wealth in Vero Beach, FL, holding a Series 66 designation and 23 years of industry experience. She has worked at Rehmann Financial Network since 2017 and Rehmann Financial since 2010, with prior experience at Royal Alliance Associates. Monroe also serves as a supervision manager overseeing advisory activities within Rehmann Financial. Rehmann Wealth serves a diverse client base including individuals, families, trusts, charitable organizations, small businesses, and institutional clients. The firm offers investment management, financial and estate planning, business succession planning, and retirement-plan advisory services, utilizing an in-house investment team alongside third-party managers to construct diversified portfolios.
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