Your success is our legacy.
Together, we curate your portfolio to help achieve your individual goals.
WHAT’S OURS IS YOURS
Exclusive investment opportunities, tailored to you.
At Reicon Wealth, we specialize in investment management. We endeavor to support your best interests and individual goals with a comprehensive and custom approach to asset allocation and portfolio management.
CORE OFFERINGS
Sophisticated investment management.
We allocate your assets among unique and advantageous investment opportunities suited to your needs.
Public Equity
Options Strategies
Private Equity
Private Credit
Fixed Income
Real Estate
Learn more about what we do.
OUR PROCESS
Together, we curate your portfolio to achieve your individual goals.
Define your investment objectives
We’ll have a conversation to learn about you, your goals, and to determine your:
Cash flow needs
Risk tolerance
Return objectives
Construct your portfolio
When we invest your assets, we take into consideration:
Liquidity
Return expectations
Transparency
Tax efficiency
Adjust for risk
We regularly monitor and adjust your investments:
Active re-balance
Options strategies
Custody arrangement with established partners
ANCILLARY CAPABILITIES
We are proud to offer a comprehensive and seamless experience for our clients.
We help coordinate ancillary services with trusted partners so you can have everything you need in one place.
Accounting
Tax Services
Estate Planning
Insurance
Bill Pay
Aviation Management