A complete list of active advisors currently associated with Reik Wealth Management, Inc.
Warmer can help you find a great advisor at Reik Wealth Management, Inc. or one who fits your needs even better.
Reik Wealth Management provides discretionary wealth management and standalone financial consulting to individuals, families, business owners, trusts, estates, charitable organizations and other business entities. Like many independent advisors, it charges percentage-of-assets fees for portfolio management of individual accounts, though the firm reports no assets under management in this initial filing. The firm constructs client portfolios from a broad range of securities and applies both quantitative and qualitative methods, including modern portfolio theory, regular monitoring, and periodic rebalancing; wealth management clients typically grant discretionary trading authority. Reik Wealth also offers non‑discretionary consulting services—covering financial and retirement planning, estate-plan reviews, tax and cash‑flow guidance—and maintains a dedicated divorce financial consultation offering for other firms and for clients. Distinctive features disclosed in the brochure include affiliations with insurance companies and representatives who are licensed to sell insurance products, with the firm describing the related conflicts and disclosures that accompany such recommendations. The firm also highlights divorce‑focused services and specialist training in divorce financial analysis, alongside custodial and vendor relationships (including indirect benefits from its custodian) that it discloses to clients.
To learn more about the advisors currently working at Reik Wealth Management, Inc., 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 |
|---|---|---|
Lakewood Ranch, FL
| 29
|
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