Rezny Wealth Management is a locally owned SW Florida Fee-Only SEC Registered Investment Advisor, a Real Fiduciary, a Real Money Manager. We specialize in managing investment portfolios and retirement planning.
First and foremost, working with Rezny Wealth Management, you have access to the investment resources and planning knowledge that will help you build a secure future AND the personal attention that you expect.
Why informed investors hire Rezny Wealth Management:
- Real Money Management and Real Advice - We are not a sales organization like Wall Street Firms, Banks and insurance companies. We are a Real Money Manager, Real Fiduciary and we work for you!
- Time & Attention – We have the qualified staff and experience to support your needs. By specializing in Money Management and Retirement planning we offer our clients the time and attention they deserve and require.
- Fiduciary Focus – Rezny Wealth Management was a fiduciary before it garnered the attention it has deserved. Putting the client first isn’t a new concept to us, and we have built our process around it for some time. There are shockingly few pure-fee fiduciaries in this space, making us a unique and important value proposition!
- Financial Planning – For our clients, proactive planning can be a greater value. Our depth of experience with financial planning in all aspects of a client’s life is perfectly suited for clients who need sophisticated strategies.
- Investment Management - Our investment management is designed to grow your wealth, provide needed increasing income and manage the Risk in your portfolio. Most firms just “Buy and Hold”, with little regard to managing portfolio risk. This, in our opinion, is unacceptable.
- You are Not just another number at our firm – Personal attention, customized financial planning and investment management, and exceptional client communications are at the forefront of our agenda. Rezny Wealth Management is closer to our clients, allowing us to provide more personalized management and a feeling of family. We are quicker to adapt and react to change to safeguard your investments or capitalize on emerging trends, and are better able to develop lasting relationships built on performance and trust. We take the time to educate and guide our clients toward informed decisions.
- Custodian and Safety of your Accounts - All our managed accounts are Custodian with TD Ameritrade one of the largest Custodian firms in the world. SIPC Protection TD Ameritrade, Inc. is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account protected up to $500,000. Additionally, TD Ameritrade provides each client $149.5 million worth of protection for securities and $2 million of protection for cash through supplemental coverage provided by London insurers. Click Here for More information on Custodian Protection.
In addition, at our firm You will receive exceptional, personal attention and more importantly, proactive investment management and financial planning, so we can help you make timely and correct financial decisions.
Rezny Wealth Management is a highly successful and growing Money Management Firm for over 23 years. Our firm and the advice we provide has weathered many business cycles…our experience helps you succeed. Our advice is real advice as a True Fiduciary!
Other firms give you the Bait and Switch selling your Financial Security down the drain under a Suitability standard. They talk a good game, but what you find is everything revolves around just selling you a high expense/high commission inferior Annuity or other inferior investments. We find this practice common with the vast majority of so-called advisors. Some of these so-called advisors will also blatantly "deceive" you claiming to be a Fiduciary when they are not.
Sad Fact...The vast majority, we estimate 90% of investment firms and their so-called advisors, are really in the sales business, not the money management business and they are Not a Fee-Only Fiduciary Money Manager. You should not entrust your life savings to a salesperson.
We are often asked what Red Flags to watch for:
- They tell you they are a Fiduciary but they are not, we find many so-called advisors will blatantly Lie to you. Get it in writing to protect your wealth.
- They just want to sell you an Annuity. Annuities are one of the biggest Rip Offs to your wealth.
- They tell you what they are selling won’t cost you anything.
- They give you the run-around when you ask questions and want details about the product or cost.
- The investments they sell have Surrender Penalties or are Not Liquid.
- They are fee based and commission, this is not a Fee-Only Fiduciary Registered Investment Advisor.
"Unfortunately, most investors don't realize Wall Street firms, Banks and Annuity salespeople are not fee-only fiduciaries. Selling expensive inferior investments with little regard for your best interest or financial well-being is reality with these non-fiduciary firms." Brian C. Rezny, CFP
Our experience helps You succeed
Our founder Brian Rezny, CFP, has been managing investment portfolios for over 30 years. Our dedicated investment team works for you, so your Goal of a successful long term retirement has the best possible chance of success.
A Fee-Only SEC Registered Investment Advisor.
Working with investors who have $500,000 of investment assets and greater.