Wealth PartnersThe Reinstein Nelson Team
Awards and Industry Recognition
Forbes
The Reinstein Nelson Team is a collaborative group of steadfast financial professionals all working toward a common goal: helping to improve the financial lives of the clients we serve.
Since 1999, we've supported high-net-worth families, individuals and businesses who have built significant wealth across various life stages. They seek a long-term partner who can help them oversee the daily management of their financial responsibilities as they aim to preserve their legacies and awaken opportunities. To this goal, each member of our team brings deep experience and diverse skillsets that complement our clients' range of objectives. From cash management needs to multi-generational strategies to portfolio management and beyond, we usher our clients through their breadth of priorities and build a strategic framework. By doing so, our clients have an ally to turn to whenever they need us and a wealth management foundation that helps them pursue their best lives.
We believe that our advisory support should serve as a bedrock that clients can rely on, no matter the market cycle or their wealth management needs. As such, we embrace the following service values:
Streamlined support—Financial lives are inherently complicated. We believe our support should simplify the processes and decision-making that underpin clients' entire wealth management landscape. We also remain accessible to our clients, so they can reach us whenever they seek our guidance.
Disciplined service—We are methodical and proactive in our support and believe that follow-through is paramount to meaningful client service. We aim to help our clients bring this discipline into their own wealth management, so they can build consistency into their planning and thoroughness into their strategies.
Goals-based planning—We believe in the power that financial planning brings to the betterment of people's financial lives. No matter if our client is a growing family or a thriving business, we're here to help them analyze, strategize, and implement a personalized wealth management framework.
Multi-generational guidance—Wealth often interconnects with the generational relationships between families. We prioritize helping all family members and develop forward-looking strategies that help our clients preserve and pass on their legacies with care.
Meet Our Team
Insights
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowHow to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Business succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Higher rates, lower logic
June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Here’s why you still don’t have a will – or haven’t kept the one you do have up to date
June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Protect your passion: Make the most of your car collection
June 17, 2024You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read NowAre overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read NowPushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read NowHow the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read NowHow you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowHow to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowBusiness succession planning: Building an effective team
June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowHigher rates, lower logic
June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read NowHere’s why you still don’t have a will – or haven’t kept the one you do have up to date
June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read NowProtect your passion: Make the most of your car collection
June 17, 2024You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now