Our Process
Trusting someone with your financial picture is a difficult choice, and one of the most important decisions that you can make. That’s why we like to be clear and upfront with our clients and community partners about who we are and how we work.
We begin our investment process by learning about you, the client. We want to learn about your financial background, your work, your needs, wants, goals, and dreams, and how those all fit together to form your financial picture. Then, we create a financial plan, side by side one another, in order to see how we can best protect and grow your assets and give you confidence in your financial future.
When we manage your investments for you, we act with a fiduciary duty. Golden Reed Wealth Management is an independent RIA, which means that we are not tied to a specific fund group or company’s offerings. Instead, we can invest your assets in the most appropriate and suitable offerings in the market, without regard to company affiliation.
Services
FINANCIAL PLANNING
Review your comprehensive wealth roadmap and track your financial milestones through our integrated portal with Right Capital.
ASSET MANAGEMENT
Experience professional-grade portfolio execution and oversight. Monitor your active investment strategies in your qualified and non qualifies accounts securely via Altruist.
RETIREMENT PLANNING
We want our clients to have peace of mind. Through our planning process we deliver that feeling of security knowing how and when you can retire on your terms.
Informal Business Valuations
We give owners a grounded, informal look at their business’s potential value so they can plan their next move with confidence.
Business Transition Services
We offer non‑securities business transition guidance to help owners prepare for a potential sale or succession without acting as brokers or intermediaries.
401k Services
We provide guidance to help employers evaluate and maintain a 401(k) plan that supports their team and their business.