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Our Process

We create custom strategies that are tailored to your needs and goals.

Our History

Over 40 years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

At Reese Wealth Management we focus on aligning your financial goals with smart, strategic solutions.

Through Asset Location Planning, we help optimize your investments for tax efficiency and long-term growth.

Our Wealth Management services provide personalized guidance to protect and grow your assets.

At the Business Strategies Group we’re here to help business that are planning for growth, succession, or simply want to strengthen your financial foundation.

Asset Location Planning

Asset Location Planning

Reducing Taxes When it Matters Most!

Tax efficiency is about structuring your investments in a way that reduces your tax liability. This involves choosing the right types of accounts and investment vehicles to ensure you keep more of what you have built.

 

Wealth Management Services

Wealth Management Services

Whether you're a business owner, managing a family, or planning your personal financial future, our wealth management solutions are designed to grow with you.
We offer personalized strategies that adapt to your evolving goals, helping you stay confident through every stage of life.

Business Strategies Group

We focus on helping closely held businesses attract and retain top talent, reduce tax burdens, and prepare for smooth transitions.


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Our client promise...

We are here for you

To understand your situation – The most important work we do is getting to know who you are.

To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.

We work alongside you

To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.

To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.

We evolve with you

To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.

To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.

Choosing the right financial professional for your wealth management needs

James Reese, CFP®, CLU

James Reese, CFP®, CLU

Founding Partner | CEO

Christopher Reese

Christopher Reese

Managing Partner / COO

Pursue Your Best Future


Whether you're building personal wealth or scaling a business, we’re here to help you make confident, informed decisions every step of the way.


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1Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, a SEC-registered investment advisor.