Independent Wealth Management Firm
Reisenweaver Wealth Management is an independently owned financial consulting firm with more than 21 years of dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your wealth management needs.
Reisenweaver Wealth Management works exclusively with the families of business owners, executives and professionals in the Mid-Atlantic region. We use a comprehensive Five Step Process to address the 13 wealth management issues that all successful people face. With a national network of subject matter experts as well as local accomplished accountants, attorneys, and investment bankers, we are able to align the necessary resources through all phases of our collaborative wealth management process. What makes us unique is that we invest the time other firms typically do not take to best understand your circumstances, your wants and desires and develop your own personalized plan to accomplish your objectives.
Helpful Content
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Surprises
Making the most of surprises is a great reason to work with us.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.