Our Scope of Services
Portfolio and asset management
We take our responsibility seriously. That’s why we take advantage of cutting-edge technology and tools to manage your portfolio. We use our decades of expertise and data to manage risk to create balanced, diverse portfolios that stand the test of time.
Retirement planning
Once we get to know you and your goals, we will help you map out a retirement plan with achievable steps to realize that vision. We'll review your progress and let you how we can help you stay on track.
Tax planning
At Gettings Reed, we don’t miss a single detail (even the boring ones). We'll ensure your investments are in sync with your tax strategy now, and the future.
Charitable Giving
We understand the importance of making sure your donations make the biggest impact possible. We’ll help you set up one of the easiest and most tax-advantageous giving channels— donor-advised funds— which are the fastest-growing charitable vehicles in the United States.
Estate planning
We know you’ve worked hard to get to this point. You’ve created a foundation and a legacy for your family. We’ll help you create a plan of achievable steps including working closely with your legal and accounting team, choosing the right investment accounts, and setting up your beneficiaries.
Insurance and Risk Management
We help you ask the right questions because we know that financial planning is more than simply managing investment accounts. We make sure that you have the right insurance so your most important assets— your family and business— are protected.
Trust Management
Our relationships with trust departments allow us to make sure that your trust accounts are managed properly, from start to finish.
Education/College Funding
Planning for your future, especially education, can be stressful. We’ve been there, too. We’ll take the pressure off by helping you design a goal-oriented plan for educational aspirations. We’ll take into account any available tax incentives to make sure you make the most of this essential investment in the future.
Working with Gettings Reed, you can expect:
Fiduciary responsibility
Over 40 years of experience
Honest & transparent conversations
An investment partner who knows you
Peace of mind
We’re your investment partner, but we’re also people. We know that you need transparency, honesty, and help to manage the many emotions attached to decisions surrounding your wealth. You’ve worked hard to grow your wealth. We’ll help you create a roadmap so you have peace of mind and are free to spend time doing the things you enjoy.