Wealth Management

Living An Abundant Life

Building wealth is just the beginning.

Wealth-building, whether for asset growth, income generation, preservation, involves personal values, motivations, family, traditions, and even deepest beliefs about one’s purpose in the world.

GreerWalker Wealth Management provides a personalized approach to helping people create and manage enduring wealth. We accomplish this by taking into account our clients’ resources and responsibilities, helping them stay on track with their plans and making adjustments based on life’s changing events.

We are fully committed to providing solid investment advice, which combined with smart tax strategies maximizes the wealth of our clients. Our tax planning capabilities are, in fact, a distinctive competency of our practice. You see, we are in the business of attaining goals, realizing visions and providing solutions that stand the test of time. The effectiveness we demonstrate at doing this is what makes GreerWalker Wealth Management different.

White Papers


Download Our Wealth Management Brochure

Key Partners & Associates

James N. Reichard, CPA, PFS, Partner

> Call 704-377-0239

> Email

> Download vCard

> Visit bio page

Sign Up for Our Newsletter