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GreerWalker Wealth Management Celebrates 20th Anniversary

Oct 12, 2017

(Charlotte, N.C.) – Providing two decades of trusted and expert financial advice during one of the most challenging economic periods in modern history is something to celebrate. Savoring those successes and anticipating a changing climate for investors were prevailing themes as GreerWalker Wealth Management celebrated its 20th anniversary with a reception at the Carmel Country Club on October 11.

Jim Reichard, CPA, PFS and Partner-in-Charge of GreerWalker Wealth Management LLC, welcomed the more than 70 guests. “Since 1997, we have been humbled and privileged to see our clients through an often uncertain financial climate, particularly the Great Recession of 2008,” he said. “We relish the prospect of continuing to provide reliable investment and tax strategies to maximize our clients’ wealth, independently and without conflicts of interest.”

Reichard oversees the accomplished Wealth Management team — the investment affiliate of GreerWalker LLP — with his more than 25 years’ experience in providing tax consulting, investment and financial planning services for privately held business owners and high net worth individuals. The team is committed to providing guidance that is tailored to each investor’s personal and financial needs. With this thorough understanding of the client, his or her goals are pursued in the context of a rapidly evolving financial landscape.

John Tousley, CFA and managing director for Goldman Sachs Asset Management, spoke about an investment environment that is feeling the impacts of variables such as the increasingly global economy, tax law changes and digitalization. He has 23 years of industry experience as an investment professional and portfolio manager.

John Silvia, Ph.D. and managing director/chief economist at Wells Fargo Bank, addressed the promise and challenges of Charlotte’s economy in the plain-speaking manner that has made him a frequent guest on CNBC.
Cocktails and hors d’oeuvres were served.

About GreerWalker Wealth Management

Founded in 1997, GreerWalker Wealth Management provides a comprehensive range of financial services to help high net worth clients attain their financial success and delivers a high level of personalized service. GreerWalker Wealth Management is a fee-only independent Registered Investment Advisor. For more information about the firm, call 704-353-8271 or visit greerwalker.com.

Left to Right: Donna Rasile, Senior Wealth Manager, GreerWalker Wealth Management; Jim Reichard, Partner, GreerWalker Wealth Management; John Tousley, CFA, Managing Director, Goldman Sachs Asset Management; Dr. John Silvia, Wells Fargo.

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