Rechter Wealth Management, a registered investment advisor firm founded by Peter J. Rechter, CFP, is guided by the combined expertise of Peter J. Rechter, CFP, and Sean A. Palmer, CPA. Together, we bring a unique blend of financial planning and tax knowledge to provide clients with clear, well-rounded strategies. Our philosophy is rooted in trust, personal relationships, and long-term guidance that puts clients’ goals at the center of every decision.

We specialize in fee-only financial planning, tax planning, and  investment management  tailored to each client’s needs. Assets managed by Rechter Wealth Management are held in custody by Fidelity Institutional Brokerage Group. Our disciplined investment approach uses customized asset allocation strategies based on each client’s objectives, risk tolerance, time horizon, and liquidity needs. Investment selection is guided by the client’s personal allocation plan, with no-load mutual funds serving as the primary investment vehicle. Through Fidelity, we have access to a wide range of mutual fund families.

Asset management clients pay an advisory fee based on a percentage of assets under management, which covers all financial planning and investment management services. For more information about our services and fee structure, please refer to the Rechter Wealth Management ADV Brochure.