A complete list of active advisors currently associated with REI Wealth Management
Warmer can help you find a great advisor at REI Wealth Management or one who fits your needs even better.
REI Wealth Management serves a small group of primarily individual and high‑net‑worth clients along with family entities, foundations, trusts, businesses and, notably, insurance company clients — a client type that is uncommon among peers. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, participant account management for held‑away defined contribution accounts, and a range of family office services. The firm employs an open‑architecture approach, combining quantitative and qualitative manager due diligence with fundamental, technical and cyclical analysis to build customized asset allocations and investment policy statements. REI uses a mix of mutual funds, ETFs, separate account managers, private funds and structured products and emphasizes thoughtful transition planning that considers taxes, trading costs and market‑timing risks. Compared with similar small advisory firms, REI is distinctive for the breadth of family office and real‑asset management services it provides and for serving institutional insurance clients in addition to wealthy individuals. The firm also discloses that its principal is licensed to sell insurance products separately and that it relies on a primary institutional custodian and third‑party technology and transition support when delivering custody and execution services.
To learn more about the advisors currently working at REI Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 21
|
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