"We" is stronger than "Me"

Meet the Team

We work together closely to help ensure our clients understand their investment and retirement decisions – and to help make the most of their hard-earned money.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Jeffrey Reitzel CAS, CFS

Financial Advisor, President

Atonn Smeltzer

Financial Advisor

Zach Reitzel

HOLISTIC WEALTH MANAGEMENT

Our Difference

We use a “holistic approach” to wealth management. Our systems, procedures and techniques have been refined by years of experience making us an efficient and productive wealth management company.

We Are:
  • Consultants Not Dictators - We take a consultative approach looking at your entire financial picture. Then, we develop a plan to help you get to where you want to go.
  • Committed - We are committed to providing you with the finest in wealth management and financial planning services. We are free to work with you in a way that helps to meet your needs and desires.
  • Understanding - We understand that wealth management is a process, not a product. As such, you receive ongoing money-mentoring and coaching. We are there when you need us.
  • Educated - We attend a minimum of thirty hours of classroom education each year, over twice the industry average. We do this for one reason only… to better serve you with the latest in products, services, and tax strategies.

Our Mission

We are a community of dedicated financial professionals committed to the belief that everyone should have the freedom to pursue their own goals. We focus on providing the resources and relationships to support the needs and objectives of the clients we serve. It begins and ends with our Committed Benevolent Interest (CBI) in others. Helping create true wealth that goes beyond the numbers.

Mission Statement
The most important person in our organization is you.

Our Motto
The more you do for others, the more you do for you.

Vision Statement
Cultivate a community based on a Committed Benevolent Interest (CBI) for all family members, clients, associates, independent financial professionals, tax professionals, and financial institutions, to enjoy unmatched culture amplified by timely support, effective resources, and powerful technology to achieve the highest level of success you can imagine.