Reach Strategic Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,666,872
Clients
50
16% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$433,337
About
Reach Strategic Wealth provides financial planning and discretionary investment management to individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers multiple planning engagement types — from limited hourly or project-based work to ongoing comprehensive planning paired with portfolio management — and uses percent-of-assets billing for advisory services.
Investment programs are built around individualized investment policy statements and may combine Modern Portfolio Theory and passive ETF-based allocations with periodic fundamental and cyclical security analysis. The adviser manages accounts on a discretionary basis, implements client-imposed restrictions, and offers a named Chief Wealth Officer engagement intended to include implementation support over a defined period.
Compared with many small advisory firms, Reach Strategic Wealth manages roughly $21.7 million for about 50 clients and maintains relationships with specific custodians for discretionary accounts, which the firm requires for full management services. Leadership holds professional credentials including CFP, CFA, EA, and AFC designations and draws on prior institutional risk and stress-testing experience; the firm also does not vote client proxies and does not provide separate written reports to investment management clients.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business sale tax planning
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based financial planning fixed fees range from $5,000 to $20,000, negotiable
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Negotiable
$450 per hour for limited-scope financial planning, negotiable
Fee-only: Hourly financial planning at $450 per hour, negotiable; Project-based financial planning fixed fees range from $5,000 to $20,000, negotiable
Most active in
Reach Strategic Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
YouTube
Website
336-223-4733
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