About Brian C. Rezny
Brian C. Rezny, CFP®, is the Founder and President of Rezny Wealth Management Inc. and has over 30 years of experience on global investing. Brian founded Rezny Wealth Management on the four pillars of a successful wealth management firm: experience, integrity, ethics and trust.
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As a Fiduciary, Brian believes in a fee-only approach to financial advice and does not accept compensation or financial incentives that may bias his recommendations. This avoids the conflicts of interest that are so common with commission and fee-based advisors. He is dedicated and committed to the preservation and accumulation of his clients’ wealth.
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Through his nationally syndicated TV and radio shows, The Rezny Wealth Report, Brian has helped tens of thousands of people navigate their financial concerns and make informed, educated decisions. He has been profiled in numerous publications, including Morningstar, Seeking Alpha, and The Wall Street Journal.
Brian is a devoted husband to his wife, Linda, and a loving father to their five children. He believes in the importance of a healthy work-life balance, and enjoys weekends boating, fishing, jet surfing, and spending quality time with family and friends. He enjoys entertaining and cooking homemade pizzas in his outdoor pizza oven. Brian is also very dedicated to children’s and veterans’ charities, most notably St. Jude’s Children’s Hospital and the Fisher House Foundation.
Brian C. Rezny is a CERTIFIED FINANCIAL PLANNER™ practitioner. He completed the CFP® Professional Education Program from the College for Financial Planning in Denver, Colorado in 1992.
Additionally, he holds the Financial Industry Regulatory Authority Series 63 and 65.
Investment Management Philosophy
Our Investment Philosophy
Deliver superior risk-adjusted investment results, while being adaptive and nimble at controlling investment risk.
Our dynamic and proactive investment strategy is designed to be flexible and adaptive to prevailing market conditions.
We reject the use of the “set it and forget it” approach pushed by many Wall Street firms, banks and brokers.
Risk Management Strategy
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We believe in active money management, making portfolio adjustments when needed.
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We believe (buy-and-hold) investing is risky and ineffective for a retirement portfolio.
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We believe (set it and forget it) asset allocation is ineffective.
Objective Money Management
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Our recommendations, advice and investment decisions on your behalf are undistorted by emotion or personal bias.
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Our decisions are based on what’s best for you, the client.
Fee-Only Fiduciary Money Management customized for your unique situation
Let us help secure your financial future with one of Southwest Florida’s trusted wealth management companies.
Money Management
needs to be active, timely, and researched driven. At RWM, we do not believe in a one-size-fits-all cookie cutter approach, noe do we believe in "set it and forget it" asset allocation push by Wall Street.
Holistic Financial Planning is crucial to your financial success. At RWM, we believe in covering all your financial bases. Providing each client a customized and detailed retirement plan will help ensure your retirements success.
Conflicts of interest should never be part of your financial relationship. At RWM, we are Fee-Only Fiduciary Money Managers who always work in your best interest.
Specializing in investment portfolio management and retirement planning, Rezny Wealth Management provides the financial advice you deserve with a fiduciary standard of care.
Our mission is to help you achieve financial security for the long term. Most of our clients are retirees or pre-retirees who want to live a worry-free and secure retirement.
100% Fee-Only Fiduciary—He Works for You.
Rezny Wealth Management is a privately owned fee-only SEC-registered investment advisory firm, in business for over 20 years. Founder and President Brian C. Rezny has over 30 years of investment management and wealth planning experience.
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As a fee-only wealth management firm, our revenues are derived solely from fees paid directly to us by our clients. This means that, as our client, we work for you—not a bank, brokerage or Wall Street firm. The relationship is that of a trusted advisor, not a broker. Unlike commission-based advisors (who are really salespeople), we have no incentive to recommend or sell you proprietary financial products in order to earn our compensation. We can invest on your behalf and give financial advice without these inherent conflicts of interest. And as a fiduciary, it’s not just our mission to work only in our clients’ best interests, but our legal obligation.
Fee-Only Fiduciary Money Manager
vs.
Fee-Based or Commission-Based Financial Advisor
Fee-Only Fiduciary Money Manager
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Earns compensation from fee-only; typically as a percentage of the Assets Under Management (AUM)
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Free to offer a wide array of financial and investment solutions
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Limited potential for conflicts of interest
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Legally required to act in the client’s best interest
Fee-Based or Commission-Based
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Earns some or all compensation from opening accounts, selling products, referrals, kickbacks
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May be limited to specific services their company provides
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Potential for inherent conflicts of interest due to compensation method
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Non-fiduciary advisors are only required to recommend products “suitable” to client’s needs
Real Financial Advice. Real Money Management. 100% of the Time.*
To work with RWM, our new client minimum is $1,000,000.
If your portfolio is $1,000,000 or greater, we can assist you.
