Fort Myers, FL Office

Rezny Wealth Management is a fee-only registered investment adviser that provides discretionary investment advisory and financial planning services primarily to individual clients and pension/profit-sharing plans. The firm focuses on active portfolio management using stocks, bonds, and exchange-traded funds, and includes general financial planning for clients engaged in advisory relationships.

The firm implements a range of portfolio styles — Aggressive Growth, Growth, Balanced, Balanced Income, and Customized — and manages accounts using a Global Tactical Opportunity Portfolios (GTOP) approach that combines quantitative and fundamental analysis. Its research and trading process draws on charting, technical, fundamental, relative strength and cyclical analysis, and the firm conducts daily portfolio position reviews to align allocations with client risk profiles under discretionary authority.

Compared with peers, Rezny Wealth manages roughly $576 million in client assets while operating with a relatively compact advisory team, producing a higher-than-typical level of assets managed per advisor, which can influence monitoring and service dynamics. The firm also discloses a limited, special-purpose annuity sub-account advisory service for replacing high-cost annuities and provides trustee-directed ERISA plan services, while maintaining aggregated trading practices and a custodial arrangement that leverages institutional brokerage support.