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Financial Planning Process

At McGinley Reitz Financial, our mission is to offer high quality investment and wealth management services for high-net-worth clients and/or individuals on such a path. We can also help create an overall financial plan - whether you are focused on managing current financial success or on protecting and preserving assets over the long-term.

We combine the strength of a FORTUNE 100 company with the specialized expertise of a boutique firm. This unique combination allows our clients to receive the personalized attention of a smaller firm, but also access to the products, services, technology and market research from one of the country's leaders in the wealth management space.