Why I started

VON RECKERS WEALTH MANAGEMENT

In 2011 I started VON RECKERS WEALTH MANAGEMENT with my wife Pamela, to help people make the most of their investment portfolios. We began with the shared idea that investors should be prioritized above all other considerations. This was not how I was taught early in my career working at three major investment houses before starting my firm.

The industry thrives on complexity and information overload. We have torn down those walls and introduced a more transparent, intuitive approach. Everything we recommend to our clients comes with a plain English explanation for why it’s the right answer.

I learned these principles of putting clients first through having a wonderful marriage and raising three successful children with three beautiful grandchildren.

We built our firm based on our ideas about client service and the sanctity of financial advice. During my four years in the US Navy, I learned that to accomplish the mission you need to have a disciplined approach focused on the success of each client.

How We Invest

Simple Beats Complex

We believe that less is more, markets generally work, costs matter and risk is rewarded over the long run.

Survival is the Key

Long-term returns are the only ones that matter, but you have to make it through the short-term to get there. This is why we created a risk management strategy that attempts to reduce volatility during severe market disruptions, so you can stick with your long-term investment plan.

Portfolios Customized to Your Goals

Our philosophy is universal, but strategy has to be personal to work over the long run. We cannot invest your assets without a deep understanding of your risk profile, time horizon, and goals. From there we can create a portfolio that meets your specific circumstances, needs, and desires.