Responsible Ethical Accountable Caring Honorable

Strengthening financial security through our disciplined process and service

Our business is helping clients to identify their financial goals, dreams, and lifestyles by assessing each client individually. Our specialty is constructing and maintaining an asset strategy that is focused on an investment discipline that provides our clients with financial independence.

REACH Wealth Solutions Group is always honored to have earned our client's trust, and great care is taken in maintaining it. We've built our practice with the belief that after your family and health, financial well-being is potentially the most important aspect in the lives of our clients. Our mission is to protect and grow the wealth of our clients so that they and their families can enjoy a desired lifestyle. Our business model is centered around the needs of our clients and structured to deliver comprehensive wealth management services through a robust analytical framework, recognized financial expertise, and a relentless focus on red carpet client service. We would like to become your family's life advisory team.

Ask for our Conference Call Audio File

To receive our conference call audio file, please fill out the form below.

*Required fields

Conference Call: New Year Outlook: Sunny or Partly Cloudy?

Jan 24, 2020 11:00 AM - 11:30 AM Eastern Standard Time
Location To Be Determined

REACH Wealth Solutions invites you to call in to our January 2020 Conference call:

“NEW YEAR OUTLOOK: SUNNY OR PARTLY CLOUDY?”

Please join us on Friday, January 24 at 11:00 a.m. (EST)

Call-in-toll-free number: 877-256-4701

Guest speaker: Alan Robinson, Portfolio Analyst at RBC Wealth Management

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.

 

 

RSVP

Stock Market Outlook Heading Into 2020

Nov 22, 2019 11:00 AM - 11:30 AM Eastern Standard Time
Location To Be Determined

 

REACH Wealth Solutions invites you to call in to our November Conference call:

“STOCK MARKET OUTLOOK HEADING INTO 2020”

Please join us on Friday, November 22

at 11:00 a.m. (EST).

Call-in-toll-free number: 888-223-4953

Our Guest speaker this month is:

Dan Smith, CFA, Portfolio Analyst in the Portfolio Advisory Group at RBC Wealth Management

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.

 

 

 


Healthcare In Retirement

Oct 25, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions invites you to call in to our October Conference call:

“HEALTHCARE IN RETIREMENT”

Please join us on Friday, October 25 at

11:00 a.m. (EST).

Call-in-toll-free number: 877-308-6987

Our Guest speaker: Jean-Pierre Holland, CIMA, RCC

Regional Vice President-Regional Sales Manager with Nationwide Mutual Funds.

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.

Securities offered through RBC Wealth Management. RBC Wealth Management is not affiliated with First Trust Advisors L.P.


It's Not Rocket Science

Sep 27, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions invites you to call in to our September Conference Call:

"It's Not Rocket Science"

Please join us Friday, September 27 at 11:00a.m.(EST)

Call-in-toll-free number: 1-800-891-8256

Our Guest Speaker: John S. Wilson, CFA, Author of Reveille, a Wall Street Advisory Service

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.


What you should know when naming an Executor or named Executor

Aug 23, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions invites you to call in to our August Conference call:
“WHAT YOU SHOULD KNOW WHEN NAMING AN EXECUTOR OR NAMED EXECUTOR"

Please join us on Friday, August 23rd at 11:00am (ET)

Call-in-toll-free number: 1-800-897-4933

Guest speaker: Erin L. Turner, J.D., Director of Client Services with The Andersen Firm, A Professional Corporation.

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.


Concerned with Protecting your Assets?

Jul 26, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions invites you to call in to our July Conference call:

"CONCERNED WITH PROTECTING YOUR ASSET?"

Friday, July 26th at 11:00am (ET)

Call-in-toll-free number: 800-954-1052

Guest Speaker: Erin L. Turner, J.D.

Director of Client Services with The Andersen Firm, A Professional Corporation.

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.


Keep Calm and Carry On

Jun 28, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions invites you to join us on our Monthly Conference call:

"Keep Calm and Carry On"

Friday, June 28th at 11:00am (ET)

Call-in-toll-free number: 1-800-926-7358

 

Guest Speaker: Strider L. Elass

Senior Economist with First Trust Advisors L.P.

Strider is a part of the First Trust Economics Team that Bloomberg has consecutively ranked as one of the top forecasters of the U.S. economy over the past several years.

 


Rewriting Retirement: Exploring the shifting mindset

May 24, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions invites you to join us on our Information call:

Rewriting Retirement: Exploring the shifting mindset

Guest Speaker: Griffin Geisler

Associate Vice President-Wealth Planning Consultant, RBC Wealth Management

Friday, May 24th at 11:00am. Call-in-toll-free number: 1-800-671-7032

 


Around the World in 20 Minutes

Apr 26, 2019 11:00 AM - 11:30 AM Eastern Daylight Time
Location To Be Determined

REACH Wealth Solutions would love you to call in to our April Conference Call: “ Around the World in 20 minutes”

Please join us on Friday, April 26th at 11:00am. Call-in-toll-free number: 1-800-269-3762

This month, we are excited to have Gary Stringer as our Guest Speaker.

Gary is the President and Chief Investment Officer for Stringer Asset Management, LLC (SAM).

He will communicate his thoughts on the U.S. Economy as well as on Global counterparts (China, Russia, Germany, etc..)

In 15 minutes, Gary will share economic information that he has gathered through countless hours of research and travel around the world.

Simply call in and as always, we would appreciate your feedback and will follow up to any questions you may have.


Choppy and frustrating, but no recession

Mar 22, 2019 11:00 AM - 11:25 AM Eastern Daylight Time
Location To Be Determined

Hosted by: REACH Wealth Management

  • Ken Cerruto, Senior Vice President – Financial Advisor, Consulting Group
  • Guest speaker: Mr. Bob C. Doll - Chief Equity Strategist and Senior Portfolio Manager at Nuveen

Call will last roughly 15-20 minutes
Meeting information:
Call-in information | Toll free number: 1 (800) 750-5861


Market Outlook for 2019 and Megatrends in Technology Driving our Future

Jan 09, 2019 05:30 PM - Jan 09, 2019 07:30 PM Eastern Standard Time
Lauderdale Yacht Club 1725 SE 12th Street Fort Lauderdale, Florida , 33316

Hosted by:

Fort Lauderdale Branch of

RBC Wealth Management

 

Guest speaker:

Lindsay Strickland

Senior Portfolio Advisor-

U.S. Equities Portfolio,

Advisory Group

RBC Wealth Management


Meet the team

Learn more about REACH Wealth Solutions


 

What's Important to You?

Take a moment to check what is important to you. Perhaps these topics are floating in your head. REACH out to us if you would like to receive more information.

*Required fields
 

Become a client                                   

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Contact

Please fill out the fields below

*Required fields

Global Insight 2020 Outlook

We see higher ground for equities in 2020. We are also more cautious than at any time in the past decade. Read the full analysis in our 2020 Outlook.