Step 5 – Sleep On It

Step 5 – Sleep On It


Having been in the business for more than 25-years, we are in no rush for you to make a decision.  Prior to deciding whether we should work together, you will want to answer the following questions:

  • Do I like/trust/respect the team at Reed Davis Wealth Management?
  • Will the benefits they provide exceed their fees?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?