Retirement Planning For An Active, Secure Future

You’ve worked hard to build your savings and investments, and now it’s time to generate the retirement income you need to continue leading a fulfilling life.

Welcome to Rekow Management! We provide retirement planning, financial planning and investment management services based on your financial situation and life goals.

As a fee-only Registered Investment Advisor, we specialize in helping physicians and other health-care professionals, business owners and executives, and pre-retirees and retirees make the most of their money.

At Rekow Management, you’ll enjoy a personal relationship with an independent financial advisor who does not accept commissions or other compensation from the sale of products or services. We provide highly customized wealth management services, and we always place your interests first.

We offer you:

  • An asset management strategy based on balanced, diversified portfolios and focused on total returns consistent with your risk tolerance.
  • A “living legacy” approach to estate planning that emphasizes values to be passed on as well as assets.
  • An investment strategy centered on well diversified portfolios and focused on after-tax results.
  • A long-term outlook designed to enhance your quality of life, not just your bank balance.


We’ve been helping pre-retirees and retirees since 1981 plan their retirement and generate a secure flow of retirement income, with a highly experienced team of advisors.