We help you construct and manage portfolios using the principles of modern portfolio theory. Portfolios are built with no-load mutual funds and ETFs. Reservoir Wealth can help guide you through planning your estate, and maximizing wealth transfer to the next generation. Reservoir Wealth can help you turn your 401k or defined contribution plan into a sustainable income stream.
Smart planning is needed in a world that has moved away from traditional pension plans. As a fiduciary, we can help you set up and manage your company's 401k plan, SIMPLE or SEP Plan. Call us today for a complimentary cost benchmarking report to see how your current plan measures up. Jared is Lima's only CFP / CPA, operating in a capacity as a fiduciary for his clients.
Smart planning is needed in a world that has moved away from traditional pension plans. As a fiduciary, we can help you set up and manage your company's 401k plan, SIMPLE or SEP Plan. Call us today for a complimentary cost benchmarking report to see how your current plan measures up. Jared is Lima's only CFP / CPA, operating in a capacity as a fiduciary for his clients.
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