Fee-Only Wealth Management Firm in Boca Raton
Rezny Wealth Management wants to make your money work for you. Grow your investment and protect it in the long run with assistance from our certified financial planners.
We Work for You, Not Wall Street
We are a fee-only wealth management firm, which means we derive our revenues from fees paid directly to us by our clients. Our 100 percent fee-only fiduciary status means you can trust us to be your financial advisor; we’re not just any broker who will “recommend” costly yet unnecessary financial products.
We work for you — not a brokerage firm, bank, or Wall Street firm.
All the Services You Need Under One Roof
To address a variety of wealth management concerns, we offer the following services:
We manage portfolios for a variety of clients: executives, entrepreneurs, private investors, or pensioners.
We analyze your unique needs and collected data (from consultation) to construct a financial blueprint that meets your objectives. Once we’ve implemented our investment plan, we continue to strategize to keep your plan on track and relevant.
Our personalized retirement plans incorporate the following factors to help you gain financial independence:
- Long-term care
- Income distribution
- Investment management
- Risk management
- Estate planning
Our holistic approach to investment management requires taking into account your tax situation, risk tolerance, timeline, and return objectives. Our investment management services also include access to diversified investment products, a proactive asset management process, allocations for 401(k) plans and compensation plans.
What are the benefits of using a fee-only advisor?
We do not receive commissions on products or services selected for clients. Instead, our fee-only compensation structure enables us to invest in what we truly believe will help our clients reach their financial goals.
How do I know the progress of my portfolio?
We are always available for meetings or phone calls in case you have questions or concerns.
How do you approach wealth management?
We adopt a team-based approach to financial services, recognizing that the best way to address complicated financial situations is to use multiple resources, perspectives, and areas of specialization.
How much risk should I be willing to take?
It’s important to have a thorough understanding of what you want your assets to do for you soon and in the long run. Our team can help you separate volatility and risk to determine how much risk you can take.