We help you construct and manage portfolios using the principles of modern portfolio theory. Portfolios are built with no-load mutual funds and ETFs.
Reservoir Wealth can help guide you through planning your estate, and maximizing wealth transfer to the next generation.
Tax planning is a core value provided by Reservoir Wealth. Other firms ask you to seek the advice of outside tax counsel. We integrate tax planning directly into our process.
Social Security Claiming Strategies
Reservoir Wealth can help you review and optimize your Social Security claiming decision. Using software, we can show you the trade offs of claiming Social Security early.
Retirement Income Planning
Reservoir Wealth can help you turn your 401k or defined contribution plan into a sustainable income stream. Smart planning is needed in a world that has moved away from traditional pension plans.
Small Business Retirement Plans
As a fiduciary, we can help you set up and manage your company’s 401k plan, SIMPLE or SEP Plan. Call us today for a complimentary cost benchmarking report to see how your current plan measures up.
Reservoir Wealth Management is a fee-only Registered Investment Advisor. As such, our interests are aligned with the interests of our clients. As a Fiduciary, we do not receive any commissions for investment products or funds. We construct and recommend investment portfolios by putting our clients’ interests first.
Jared Walsh CFP®, CPA
Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate planning. Jared implemented wealth management for clients through an independent broker/dealer for 13 years before founding Reservoir Wealth Management.
Net Unrealized Appreciation, usually referred to by its acronym NUA, is a complex and usually misunderstood area of tax planning when it comes to retirement plans that hold company stock within the plan. Here is an example, using Procter & Gamble’s plan, that...
New Retirement Plan Rules – SECURE Act The so-called SECURE Act was added into a year-end spending bill that was passed by Congress on December 19th. In the coming months you’ll be seeing a lot in the financial news about this law and its implications. Here are its...
2100 Lost Creek Boulevard, Lima, OH 45804
Reservoir Retirement Management, LLC (“RRM”) is a registered investment adviser offering advisory services in the State of Ohio and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RRM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of RRM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.