Create Your Financial
Future Without
Sacrificing Your Now
CoreTegic Capital Wealth Management
CoreTegic Capital Wealth Management creates strategic plans for your financial future. Whether you are just across town or across the country, our goal is to provide objective financial planning to help our clients develop, manage, protect, and grow their assets without the worry of paying high commissions. As you transition to a new stage of life, we will help guide you through the changes and help prepare you for the road ahead.
You Worked Hard for Your Money
It’s our job to help your money work hard for you.
We do that by:
Thoughtfully explaining our plans and goals in person
Developing plans that work for you — no matter how much or little you’ve saved
Providing you value — eliminating the worry about high commission fees
Services
Comprehensive Financial Planning
CoreTegic Capital Wealth Management’s comprehensive planning is designed to provide you with an all-encompassing financial plan including tried and true advice on a regular basis.
Retirement Income Planning
Once you begin thinking about retirement, we can provide a sound approach to help identify potential retirement income sources and determine the amount of income you need to make sure your assets last to and through retirement.
Investment Management
Choose an investment strategy based on your preferences and risk tolerance. CoreTegic Capital Wealth Management will monitor these accounts to meet your evolving needs.
The Process
As CERTIFIED FINANCIAL PLANNERTM professionals, we follow a rigorous process that will help you make informed and educated decisions about working together. We want you to be confident that we are the best fit to partner with you in planning your financial future.
Meet Anthony
I’m Anthony T. Reynolds, CFP®, CHFC®, the founder of CoreTegic Capital Wealth Management. I’ve been in this business for more than a decade and I’m still as passionate as the day I started. Why? Because I get to connect with people and hear their stories, dreams, and challenges, and then work with them to create a wealth management plan perfectly tailored to their lives.
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