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
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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."
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
View all articles 
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
View all calculators
When Markets React
When markets shift, experienced investors stick to their strategy.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.