Jae R.

Background

About Jae R.

Angela Rea & Associates Private Wealth Management are leaders in the field of advanced financial planning for high net worth clients and businesses seeking a higher level of knowledge in investment planning, tax planning, retirement planning and estate/succession planning strategies. The team’s foundation is based on establishing successful relationships and exceptional client service. Their experience navigating clients through the emotional trials of investing and finance has allowed the team to grow a loyal client base. Clients enjoy dedicated customer service and extreme attention to detail with regards to their personal portfolios. They build financial plans that meet clients’ specific needs and financial objectives – plans that answer questions and provide the comfort of long term strategies that will help them live their life with confidence and peace of mind. Our team will: • Simplify your busy financial life • Clarify your financial future • Give you peace of mind by reducing your financial concerns • Be there to help guide you through critical financial events