Clients

Managing Wealth Thoughtfully

GreerWalker Wealth Management clients come from all backgrounds and life experiences. They include both individual and corporate clients, who share a consistent theme of valuing a team that executes a plan and is there every step of the way. Our commitment to our clients is not only our fiduciary responsibility, it is deeply ingrained in our firm culture.

Developing and committing to the long view means balancing wealth accumulation and wealth preservation strategies, with discipline, focus and accountability.

GreerWalker Wealth Management Client Experience
  • Independent advice with no conflicts of interest
  • Utmost in integrity, confidentiality and passion for excellence
  • Comprehensive service offerings with emphasis on tax strategies
  • Consistency and dedication to our research and investment approach
  • A customized portfolio and goal based financial planning
  • A formal policy statement that supplies goals which can be measured
  • Disciplined monitoring and management of your plan and portfolios
  • Planning meetings and customized reporting of progress towards goals

White Papers

Juggling Family Wealth Management Is No Trick
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Brochure

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Key Partners & Associates

James N. Reichard, CPA, PFS, Partner

> Call 704-377-0239

> Email

> Download vCard

> Visit bio page

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