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At Correia & Reynolds Wealth Management, we have a long track record of delivering sound financial advice and exceptional investment execution to our discerning clients and their families – and our dedicated team will stop at nothing to provide the same for you.
Wealth management
The bedrock of our service is a personalized wealth strategy that takes into account your unique needs in order to help you accomplish your short- and long-term goals. We achieve this by developing a comprehensive understanding of you and your family, working diligently to connect you to our expert partners and ensuring all aspects of your wealth are handled with the utmost care.
We leverage the vast knowledge and experience of our in-house financial planner, taking the time to get to know you, your needs, and your goals and designing a comprehensive and customized plan to help you accomplish them.
We help you plan for tomorrow today by recommending strategies that align with your unique goals, protect your assets, and ease the transition of wealth to the next generation so that you can leave a lasting legacy for generations to come.
We help minimize your tax burden, simplify the complexity of your wealth, and provide true peace of mind by analyzing your unique financial situation and providing tax-efficient strategies to address your various obligations.
We help secure your future and protect your most valuable assets by proactively identifying vulnerabilities, capitalizing on opportunities, and thoughtfully implementing strategies that are aligned with your short- and long-term goals.
We support families as they navigate their wealth, build long-lasting trust, and implement clear governance frameworks in order to help you achieve your family goals and protect the interests of all people involved.
We ensure that you’re able to overcome unique challenges, take advantage of opportunities, and achieve your personal, family, and business goals at every stage of your journey, whether you’re starting, growing, or selling your business.
Investment management
Our research-based investment approach is thoughtfully aligned to your financial plan and backed by the collaborative decision making of our experienced investment committee. Through rigorous research and careful evaluation of potential opportunities and challenges, our aim is to maximize your returns while minimizing risk so that you and your family can focus on what matters most.
Every investment decision we make on your behalf is backed by our team’s collective knowledge and experience, world-class research from in and outside of RBC, and an unmatched commitment to thorough analysis and research.
We work closely with you to create your Investment Policy Statement (IPS), a document that outlines your return expectations, risk tolerance, asset allocation, and other preferences to ensure your portfolio is customized to your goals.
Mitigating risk and providing true peace of mind isn’t an afterthought for our team – it’s an essential component of our investment approach, and we are proactive in implementing thoughtful strategies to protect your hard-earned wealth.
While we are expertly equipped to handle the day-to-day management of your investment portfolio, we pride ourselves on regular communication, consistent reviews, and ongoing education regarding your portfolio’s performance.
