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Wealth Associates

Life's Short... Plan Well

SEASONS OF WEALTH

Douglas Reece - Founder & CEO - Wealth Associates Like the seasons of nature that are constantly changing and moving through varying cycles of birth, growth, maturity and decay, so do we move through our own “Seasons Of Wealth” in the lifecycle of our financial management. In this ever-shifting economic landscape it is an ongoing challenge to maintain discipline, focus, balance and progress in our financial goals. To this end we have dedicated our efforts to solving the mysteries of money management.

For nearly 20 years our work has focused on helping people define their financial goals and build plans to achieve them through a process we call “The Stewardship of Wealth.” This process has been time-tested with over 400 clients in nearly all 50 states and the results have shown us that we can overcome any financial obstacle and achieve any financial goal given the right alignment of adequate resources (time, energy and money). The key is having “adequate” resources which means having enough time, enough energy and enough money to arrive at your desired result.

Addressing this issue of enough has been the central theme in our newsletter entitled, “How Much Is Enough?” We have pulled the most popular issues from more than a decade of writing and placed them in themes in the “Newsletter” section of this site. We invite you to join us as a subscriber to this newsletter and receive ongoing guidance and direction through creative ideas for money management.

To help you align your resources we have included the section “Financial Planning Tools” to offer you guidance in building your own comprehensive Financial Plan. Each key area includes instructional resources to guide you through the maze of financial decision-making steps necessary to arrive at a long-term plan for financial freedom.

And finally our section “Financial Planning Services” provides a description of our work as both financial advisor and investment manager to our select client group. We limit our practice to 30 active clients and have done so since our inception. It allows us to provide highly personalized care for each client and not overextend our professional resources. We have been privileged to work in this great profession of dentistry for nearly two decades now.

Our primary hope is “to help remove money as a barrier to living.” We hope you will find our tools and services valuable in helping you with your financial planning efforts and in achieving this goal.

My Best,

Doug Reese

WELCOME

Wealth Associates Inc. is a company dedicated to providing personalized financial services to those in the dental community. Founded in 1991 by Douglas Reese, Wealth Associates offers both investment management and financial planning services throughout the United States. Our focus is on structuring and managing healthy financial models for dentists and their practices, making their financial dreams become a reality.