At Gettings Reed Financial, we understand that managing significant wealth requires a thoughtful, personalized approach. Our private wealth services are designed to address the unique needs of individuals, families, and businesses, offering tailored strategies to help grow, protect, and transfer your wealth. Whether you're planning for retirement, optimizing your investments, or ensuring a lasting legacy, our team is here to guide you every step of the way. Explore our comprehensive suite of private wealth services below.
Services
Portfolio and Investment 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 experience and data to manage risk to create balanced, diverse portfolios that stand the test of time.
Education/College Funding
Planning for your future, especially education, can be stressful. 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.
Charitable Giving
We understand the importance of making sure your donations make the biggest impact possible. We’ll help you set up tax-advantageous giving channels.
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.
Tax planning
We examine the details of your tax return from an investment lens. We'll work closley with your CPA/Tax Advisor to ensure your investments are in sync with your tax strategy now, and the future.
401(k) Plans
401(k) consulting services, from plan design and administration to investment management and employee education. We ensure compliance, integrate seamlessly with payroll, and offer fiduciary services to reduce employer burden. Our goal is to maximize retirement outcomes for both businesses and their employees through personalized support and expert guidance.
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.
Trust Management
Our relationships with trust departments allow us to make sure that your trust accounts are managed properly, from start to finish.
Defined Benefit Cash Balance Plans
We specialize in Cash Balance Plans, helping businesses and individuals maximize retirement savings and tax benefits. We offer comprehensive plan design, expert administration, and seamless integration with existing 401(k)s. With our fiduciary commitment and 50 years of experience, we provide personalized support and ensure compliance, offering you peace of mind in securing your financial future.