A complete list of active advisors currently associated with Reik Wealth Management, Inc.

Warmer can help you find a great advisor at Reik Wealth Management, Inc. or one who fits your needs even better.

Reik Wealth Management provides discretionary wealth management and standalone financial consulting to individuals, families, business owners, trusts, estates, and other business entities. The firm’s initial ADV filing reports no assets under management and notes that clients may engage either for ongoing portfolio management or for direct financial planning and consulting services. The firm constructs portfolios using a broad range of securities and strategies and typically manages client accounts on a discretionary basis with ongoing monitoring, rebalancing, and trade execution; financial consulting engagements are offered separately and do not grant trading authority. Its stated methods of analysis include quantitative and qualitative techniques, modern portfolio theory, and charting, and it may employ long- and short-term strategies as appropriate to client objectives. Noteworthy for a firm of its type, Reik Wealth offers standalone financial planning on an hourly basis and indicates that its representatives are licensed to sell insurance or may be affiliated with insurance companies, which can lead to commission-based conflicts of interest. The firm also provides portfolio management for individual clients while reporting no private fund advisory activities, and it discloses a custodian relationship that may provide the firm with indirect economic benefits.

To learn more about the advisors currently working at Reik Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.