OSJ Services
Why Work With Us?
EXPERIENCE MATTERS
When you work with CW Financial Strategies you gain the benefit of over 25 years of both OSJ and Financial Planning experience. This long history informs our guidance and oversight of every professional we work with. Nichole Reinhardt has a deep understanding of how to start and develop a successful Investment Service firm from the ground up having supervised and advised more than 200 financial professionals. While her primary focus has always been on supervision, she fully appreciates the intricacies of building solid relationships with private clientele having created thoughtful solutions for the financial needs and goals of over 150 individuals including more than 50 multi-generational families. Nichole holds multiple licenses comprised of the 6, 7, 24, 51, 63, 66 and SIE.
PEOPLE MATTER
Work with a great group of people. This overarching philosophy at CW Financial Strategies is very simple. Nichole is always careful to choose to work with great people who embody this same philosophy. In an industry where personal and professional relationships so critically align, the peace of mind that comes with trusting in an OSJ is of strategic importance. Knowing that we are all part of a group of like-minded professionals who strive to build successful enterprises based on common sense and doing what is right for our clients propels each of us forward.
COMPLIANCE MATTERS
CW Financial Strategies offers a robust compliance framework developed over our long history. We pride ourselves on implementing a sound process and providing solid oversight for each individual representative and practice. Nichole takes a proactive and humanized approach to compliance, including regular reviews and offering individualized assistance with implementing regulatory changes. Her experience providing common-sense guidance on regulatory matters and ethical decision making for clients is the foundation on which CW Financial Strategies was built and continues to grow.
Learn More
If you are interested in learning more about working with CW Financial Strategies please get in touch.
We offer our Financial Representatives independence in retaining and managing your business and client relationships.
We fully believe that every financial practice is a unique business model for which we provide tailored solutions to meet your distinctive needs and goals.
We also believe that transitioning to a new OSJ should be a smooth and coherent process for you and your clients. We offer comprehensive support to keep you in control and your clients happy.
NICHOLE REINHARDT - AIF®, ChFC®, CLU®
Customized Financial Solutions & Goal Setting
- Nichole takes the time to get to know you personally. She learns to understand your unique financial situation, your dreams for the future and your individual risk tolerance.
- Nichole will help you set realistic financial goals and create a personalized plan to achieve them.
- Your unique plan will cover various aspects of your finances, such as education budgeting, debt management, investment allocation, and planning for retirement needs.
Tax Planning & Navigation Strategies
- Nichole can help you develop tax-efficient strategies to minimize your tax burden and grow your after-tax income.
- She will guide you through tax planning by helping you choose from tax-advantaged accounts, deductions, and withdrawal strategies.
- Nichole will help you appropriately navigate changing tax laws and regulations so more of your wealth remains yours and in your family for future generations.
Investment Management & Portfolio Allocation
- As your Personal Investment Advisor, Nichole can help you build and manage an investment portfolio aligned with your goals and risk tolerance.
- She will assist with asset allocation, diversification, and rebalancing your portfolio as needed and according to your wishes.
- Nichole can also help you coordinate your investment choices based on your current life-stage and aid you in navigating through the many potential life changes.
Financial Confidence
- Working with a trusted financial advisor, like Nichole, can reduce stress and anxiety about the many aspects of managing your finances.
- Knowing you have a professional guiding you can provide confidence in your decisions and future financial stability.
- Professional wealth management also frees up your time and energy to focus on the other important aspects of your life like family and personal growth.
Staying on Track
- Nichole offers regular meetings and check-ins to review progress reports and help you stay on track with your financial plan.
- She can help you make proactive decisions and balanced adjustments toward reaching your ongoing financial milestones.
- Nichole can help you maintain financial discipline and avoid emotionally driven decisions, especially during life changes, unexpected events or potential market volatility.
Knowledge & Resources
- Nichole possess specialized training and experience in areas like investment strategies, tax planning, estate planning, and risk management.
- She has access to professional networks, market research, and specialized tools that may not be available to individuals.
- These resources can allow Nichole to conduct thorough analyses and provide unbiased advice to help you navigate complex information and make well informed decisions.