Reed Family Wealth Services

About Us

Reed Family Wealth Services provides personalized financial planning and wealth management to families and individuals throughout West Orange County and Central Florida. Founded by Wesley Reed, our practice is built on a foundation of trust, transparency, and genuine relationships with the clients we serve.
As a local financial advisor deeply invested in our community's success, Wesley understands that financial planning isn't just about numbers—it's about protecting what matters most to you and your family. Whether you're approaching retirement, managing a 401(k) allocation, navigating market changes, or planning for significant life milestones, Reed Family Wealth Services offers the guidance and expertise you need to make confident financial decisions.
Our comprehensive services include retirement planning, investment management, 401(k) and IRA guidance, estate planning coordination, tax-efficient strategies, and ongoing portfolio monitoring. We take the time to truly understand your financial goals, risk tolerance, and life circumstances before making recommendations—because cookie-cutter solutions don't work for unique families.
What sets Reed Family Wealth Services apart is our commitment to accessibility and education. We believe you should understand every aspect of your financial plan, which is why Wesley takes extra time with each client to review expectations, answer questions, and ensure you feel confident about your financial future.
Being locally owned and operated means we're invested in West Orange County's prosperity.