REAP Financial

We were founded to help successful families achieve all that is important to them and we strive to work with professionals who also have expertise in their related fields. We work with successful families and individuals to go beyond typical investment planning. We provide the collective perspective of a team, rather than just one individual's advice in helping you achieve your goals.

REAP Financial is not solely an investment firm. We handle every part of your financial world, from estate planning to tax mitigation to charitable planning and everything in between. We understand that the five biggest concerns of high net worth families are: Wealth Preservation, Efficient Tax Planning, Estate Planning, Asset Protection and Strategic Charitable Giving, and so our areas of expertise align with those areas and more.

A family office is a privately held company that handles investment management and wealth management for a wealthy family, generally one with over $100 million in investable assets, with the goal being to effectively grow and transfer wealth across generations. Our Virtual Family Office (VFO) service takes Elite Wealth Management to the next level.

Our strategy is used to get rid of the overwhelming nature of your personal finances and to determine the most appropriate solutions on how to bridge the gap from where you are now to where you want to be in the future. Every castle has a moat around it to protect it from invading forces.

Your personal financial castle needs a "virtual moat" to help protect your wealth from potential lawsuits, illnesses, death, disabilities, accidents, divorces, and much more.Want to reach your goals quickly? Taxes could be holding you back. Wealth Enhancement is all about strategies to mitigate your taxes and help restructure liabilities to lift these anchors so you can move ahead effectively and efficiently.

We work with a select group of families and successful entrepreneurs intentionally. This enables us to understand and devote the necessary time to our clients' critical needs. We work closely in collaboration to meet those needs over time through a consultative process. This is where our role as Personal CFO begins to have a significant impact on your overall financial picture.