Our Approach

"We manage portfolios against the potential of long term destruction of capital, the creation of positive returns becomes a byproduct of this effort."

-David Reyes

Values

TRUST & TRANSPARENCY

Our fee-based, customized services are designed with our client's best interests in mind.

COMMUNICATION & REPORTING

We are always available, ready to help and continuously improving our client experience.

INNOVATION & PERFORMANCE

The desire to improve and seek new opportunities for our clients is ingrained in our culture.

Our Fiduciary Duty

At Reyes Financial Architecture, we hold ourselves accountable to the highest standard of a fiduciary – one who is entrusted to manage and protect our clients’ investments and best interests. We place our clients’ interests above our own, dealing fairly, honestly, and in good faith...when all is said and done, however, it goes beyond any legal or moral obligation – it’s simply the right thing to do.

Investment Philosophy

We move beyond the traditional approach by taking into account all aspects of your financial picture and examining how they work together to reduce tax and increase investment returns.

Retirement Planning Process

4 Steps To Retirement Income Planning

PORTFOLIO
RISK ANALYSIS

FEE
ANALYSIS

RETIREMENT
INCOME PROJECTION

PLAN DETAILS
IN WRITING

"Our job is to ensure that our clients have the highest quality of life with the least amount of risk and ensure that they never run out of money."

David Reyes - Founder

7 Rules

To Live By For Retirement Security

Avoid losses - Use the "5%-10% Rule"
Minimize fees
Significantly reduce volatility
Earn a reasonable return rate
Manage taxation
Generate "Certain Income" from your assets that will last for as long as you live; not "May Be" income that could end at any time
Have a Written Retirement Income Plan

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With Us

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