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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.