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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
How to Keep Building Wealth When Costs Rise
Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.