Working Hours Monday - Friday 9:00-5:00
Toll Free 704-662-8249

“Financial planning and discipline is the key to unlocking your financial freedom”

Welcome To REH Wealth

A Note About Our Firm

Here at REH Wealth we have built this firm based on integrity and trust. We believe that doing what is right for you is better for our business in the long run. We are accountable to our clients – we say what we do, and do what we say. We believe financial advice is about having a plan that is customized to reflect your life’s goals beyond just your finances. We help you pursue those goals with tailored solutions that meet your needs.

Wealth Management & Financial Wellness

Investment Management

Investment Management

Our investment management strategies focus on the accumulation and preservation of your wealth. We begin with a comprehensive fact-finding meeting to review your current financial situation and discuss the goals that are important to you.

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Retirement Income Strategies

For the first time in history longevity has become the new retirement risk. It's not inconceivable that you could outlive your retirement assets.

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Asset Protection
Life Insurance

Life Insurance

While life insurance is not something one necessarily likes to think about, having a solid policy in place can offer a number of benefits not the least of which is peace of mind.

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Are you ready to put your financial well-being on track? Give us a call or fill out the form below to get started today.

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Securities and advisory services offered through Cetera Advisor Networks LLC., member FINRA / SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Ray Halstead & Mike Klenck are Registered Representatives with Cetera Advisor Networks LLC..

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Advisor Networks site at

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in CA,NC,SC,WA.

We are registered to sell Securities in CA,FL,NC,NJ,SC,WA.

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REH Wealth - Wealth Management & Financial Wellness

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