A complete list of active advisors currently associated with Rezny Wealth Management, Inc.

Warmer can help you find a great advisor at Rezny Wealth Management, Inc. or one who fits your needs even better.

Rezny Wealth Management serves primarily individual clients, including high-net-worth households, and also provides advisory services to pension/profit-sharing arrangements and trustee-directed ERISA plans. The firm offers discretionary portfolio management and integrated financial planning for clients who enter an advisory relationship, and it will, in limited circumstances, advise on annuity sub-accounts or rollovers when appropriate. The firm uses an active, model-driven investment approach that combines quantitative and fundamental analysis through its Global Tactical Opportunity Portfolios (GTOP), with primary allocations to stocks, bonds, and exchange-traded funds across objective-based models (aggressive growth, growth, balanced, balanced income, or customized). Portfolio positions are reviewed daily and managed on a discretionary basis with an emphasis on tactical adjustments and prudent risk management. Rezny is notable for its scale relative to its advisory team: it manages over $500 million in discretionary assets, resulting in materially higher AUM per advisor than is typical among team firms. It operates as a fee-only registered investment advisor, provides planning as part of the advisory relationship, and documents trustee-level and annuity-subaccount advisory capabilities that some comparable firms do not routinely offer.

To learn more about the advisors currently working at Rezny 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.

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