TRADITIONAL BROKERAGE OPTIONS
Not every financial strategy requires complex planning. Sometimes the best approach is a mix of tried-and-true investment options. At ReyMar Wealth Management, we offer a full range of traditional brokerage services, giving you access to the building blocks of long-term wealth creation. From stocks and bonds to mutual funds and education accounts, we’ll help you select investments that fit your risk tolerance, tax situation, and long-term goals.
UITs - UNIT INVESTMENT TRUSTS
Unit Investment Trusts (UITs) offer a fixed portfolio of investments held for a set period of time. They provide diversification and transparency, making them a simple way to access a professionally selected group of securities.
MUTUAL FUNDS
Mutual funds pool money from multiple investors to purchase a diversified collection of securities. We can help you select funds focused on growth, income, or tax-free strategies, depending on your objectives.
STOCKS
Owning shares of individual companies allows you to participate directly in market growth. We guide clients in selecting stocks that align with their goals, risk appetite, and long-term investment strategy.
CORPORATE AND MUNICIPAL BONDS
Bonds are a cornerstone for income-oriented investors. Corporate bonds can provide higher yields, while municipal bonds may offer tax advantages. We help determine which mix is right for your portfolio.
BROKERAGE CERTIFICATES OF DEPOSIT
Certificates of Deposit (CDs) purchased through brokerage accounts can provide predictable returns and principal protection. They’re a useful tool for conservative investors or those looking to balance portfolio risk.
529 EDUCATION PLANNING ACCOUNTS
529 plans are tax-advantaged savings vehicles designed to help families prepare for education expenses. We can guide you in selecting and funding the right plan to support your child’s or grandchild’s future.
ETFs - EXCHANGE TRADED FUNDS
ETFs combine the diversification of mutual funds with the flexibility of individual stocks. They can track indexes, sectors, or investment themes, making them a versatile option for building efficient, low-cost portfolios.