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.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Five overlooked tax deductions to help manage your tax bill.
The item most homeowners forget on their home improvement project checklist is insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
Savvy investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A special needs trust helps care for a special needs child when you’re gone.