Welcome to Reserve Wealth Management

Reserve Wealth Management, LLC was founded with the goal of assisting its clients in every aspect of their financial lives. We provide the highest level of personal service, and earn a reputation for excellence in our community. We WOW our clients every day, helping them pursue financial stability and independence.

The Advisors at Reserve Wealth Management, LLC, are affiliates of LPL Financial, America's largest independent broker/dealer* and a publicly traded company, comprising 16,973 independent financial advisors and $762 Billion in Advisory and Brokerage Assets, as of June 30, 2020.

Learn how Reserve Wealth Management can help your family and business work toward financial success.

*As reported by Financial Advisor magazine, June 1996-2020, based on total revenue.

Our Services

Reserve Wealth Management provides you access to a broad base of financial products and services. We design investment strategies and perform customized financial planning to pursue your personal and business needs.

Investments

Stocks
Bonds
Mutual Funds
Exchange Traded Funds (ETF’s)
Managed Money Accounts
Brokerage Accounts
Traditional & Roth IRA’s
Annuities
Retirement Plans

Planning

Retirement Planning
Cash Management
Budgeting
Debt Reduction
Social Security Strategies
Intergenerational Planning
Tax Reduction Strategies
Estate Planning Strategies

Insurance

Life Insurance
Disability Income Protection
Long Term Care Protection
Insurance Review
Risk Management

Watch the Video

Women

You control over 50% of all the country’s wealth and start 70% of all businesses.

Retirement Planning

You have worked long and hard and now want to retire. But, retirement is not what your parents or grandparents experienced.

Small Business

You have put your heart and soul into having your own business. You want to make sure you have done all the right things to protect your dream and eventually benefit from your Success.

James Barr, CRPC®

Managing Director

James Barr has over 40 years of financial experience having run large financial and non-financial companies. Additionally, James is a Chartered Retirement Planning Counselor^® . Among his accomplishments, Jim is a past Advisory

Investor Strategy and Business Development

The investor strategy group is focused on delivering timely perspectives to your advisor, that explore how the latest economic data, market trends, geopolitical events, and policy decisions are impacting investors and investments. In additi

LPL RESEARCH PRESENTS

MORE THAN MOST YEARS, it’s hard to look ahead to the next year, to 2021, without looking back at 2020. A global pandemic, a massive economic collapse, a bear market, a surprisingly sharp reversal, a hotly contested election where passions ran high, the impact of lockdowns—it was an unusual year of extraordinary challenges.

Outlook 2021

Discover Financial Planning

We’ll work with you to explore your goals and dreams and determine which strategies are appropriate. Our entire team works together, hand-in-hand, striving to act in your best interest. It is our Comprehensive Financial Planning that distinguishes us by taking into account your complete financial picture.

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INDEPENDENT FIDUCIARY FOCUSED WEALTH MANAGEMENT ADVISOR