Reinhold Financial is dedicated to helping our clients invest their wealth – and lives – successfully. We believe that achieving this success requires purposefully planning, and discipline in executing plans. Without a purpose, success cannot be measured. Therefore, our unique planning process integrates not only your wealth, but your core values in a comprehensive three-step process:

Most individuals we talk with have the common experience of answering 10-12 risk tolerance questions for a broker and then being put into one of eight or so standard portfolios of the brokerage firm they are talking with. While their assets may be set up for auto-rebalancing, there is very little the broker does after this. These “assets gatherers” are off to find the next account. If the stock market drops, the common feedback is, “hang in there, it will come back.” Almost all investment professionals are trained on diversification, asset allocation, and modern portfolio theory, but after experiencing a downturn in the stock market for my clients, early in my career, I had to ask, “Is there a better way?” My conclusion was, YES.