Rechter Wealth Management provides fee based financial planning and non-discretionary investment portfolio management services.
Rechter Wealth Management, LLC is owned and operated by Peter J. Rechter, CFP. Pete specializes in fee based financial planning and investment management. Assets managed by RWM are held in custody by Fidelity Institutional Brokerage Group. Pete employs a disciplined asset allocation strategy customized for each client based on a number of factors including their financial objectives, risk tolerance, time horizon, and liquidity needs. Investment selection is based on the client’s personal allocation plan. Pete utilizes no load mutual funds as the primary investment vehicle in portfolios that he manages, and through Fidelity, he has access to a wide range of mutual fund families. Clients pay an advisor fee which is based upon a percentage of the assets being managed. This fee covers all financial planning and investment management services. Please refer to the ADV Brochure for Rechter Wealth Management for more details on the services offered by the firm.