Reach Strategic Wealth | Meet Our Experts on Consultants & Equity Compensation

the team approach

who is

reach strategic wealth

We work to give you financial planning and investment management that is transparent, understandable, and actionable.

We've seen the gap in the financial advice industry and want to fill it by offering you world class investment management, proactive tax planning, and coordinating your professional team.

THE TEAM

Zachary Ashburn, CFP®, EA, AFC®

Chief Planning Officer

Michael Kelly, CFA, CFP®

Chief Investment Officer

our
mindset

The gap in the advice industry exists between investment managers and tax preparers. This gap costs clients money, freedom, and peace of mind.

Our Personal Chief Wealth Officer approach means that we offer investment management, planning strategies, and the implementation of your plan with other professionals like accountants and attorneys.

We take a team-based approach to constructing and maintaining your plan so that you have access to the very best ideas we have.

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"Fads fade and cycle, but the human desire to be taken care of never goes away."

Will Guidara
Unreasonable Hospitality

Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

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