Our mission: Deliver the investment management and advice that will allow our clients to live a secure worry-free retirement while always acting in our client’s best interest.
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.
Is your Current Advisor on the "Billions in fines for illegal acts against You list?" Click and Learn
Rezny Wealth Management,
Fee-Only Fiduciary Money Management
Real Advice, Real Money Management helps You Succeed
Working with investors who have $500,000 of investment assets and greater.