Peoples Wealth Management, LLC

Jim Reardon, J.D.,CFP

 

 

 

WELCOME TO OUR WEBSITE

 

 

 

                                     "Preserving Capital and Making It Grow"

 

We seek to protect the financial assets of our investors by emphasis on preservation of capital first and long term growth second.  This mandate has led us to devote over 20 years to the study of market cycles and the development of  risk management strategies that systematically respond to changing market realities. 

 

 We provide financial planning and investment advisory services and manage assets for individuals, trusts, retirees and non-profit organizations.  We invite you to browse our site to learn more about our services.  

 

Our "Resources" site is updated frequently in order to provide our clients and friends  with some of our best strategies, articles, calculators, and research to supplement their personal financial plans.   

 

We are accepting new clients who meet our profile.  You are invited to inquire about our services or to schedule a complimentary "get accquainted" appointment.

 

A Registered Representative may only transact business in states where they are registered, or exempt from registraton. Currently we are registered in the following states: AR CO FL KS ID MO NE  If your resident state is not listed, please contact us at jreardon@peopleswealthmanagement.com. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions for, or provide personalized investment advice to, or communicate directly with residents in which a Representative is not registered.