Reich Asset Management, LLC

Reich Asset Management, LLC Within many families, one of life’s financial hurdles centers around planning for retirement. Our recommendations are based exclusively on your needs and goals.

At Reich Asset Management, we are committed to serving the families of Cape May and Atlantic counties by educating and empowering them to reach their financial and life goals. We often hear, “When can I retire and live the life I want to live?” Reich Asset Management has helped hundreds of clients reach an Enjoyable Retirement. With the flexibility to choose the most suitable investments for each

family, we are passionate about finding a unique solution for each of our clients. Our Mission

We are committed to:
• Developing a client/advisor relationship built on trust and making you, the client, our top priority.
• Helping you navigate your financial goals and helping you stay on course to reach them.
• Maintaining the highest standards of integrity, ethics and professionalism in the industry.
• Constantly expanding our knowledge base of investment products and services and staying current with industry trends by attaining advanced certifications and completing continuing education courses. Personalized Advice
As independent advisors, we are not obligated to promote any particular product. We have the freedom to choose, and that means every choice we make is because it's what's right for you. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA(www.finra.org)/SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Reich Asset Management, LLC is not affiliated with Kestra IS or Kestra AS. To view form CRS visit https://bit.ly/KF-Disclosures. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC (Kestra IS) and Investment Advisor Representatives of and Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

When people sit down to set up a trust, naming one of their adult children as the trustee or worse, co-trustees, often f...
09/03/2026

When people sit down to set up a trust, naming one of their adult children as the trustee or worse, co-trustees, often feels like the obvious choice. They're family, you trust them, and frankly, they'll do it for free. I understand the...

Wondering what happened in the markets last week, and what investors are watching next?Kyle and Braiden discuss the stoc...
09/02/2026

Wondering what happened in the markets last week, and what investors are watching next?

Kyle and Braiden discuss the stock market being up less than 1% last week and oil prices jumping to $85-90 due to the continuing conflict with Iran. They also highlight how upcoming labor market figures for August could impact the Fed's decision to raise or pause rate hikes.

Kyle and Braiden additionally note that the S&P has set new all time highs for February, April, May, June, and August in 2026.

Watch the full Market Week video:
www.reichassetmanagement.com/marketweek

Turning 65 soon? Already on Medicare and wondering if your coverage is still the right fit?Join us on Wednesday, October...
09/02/2026

Turning 65 soon? Already on Medicare and wondering if your coverage is still the right fit?

Join us on Wednesday, October 7th for a complimentary discussion with Tara Becker of Becker Benefits & Senior Planning!

We’ll cover Medicare basics, enrollment, Medicare Supplement vs. Medicare Advantage plans, reviewing your current coverage, working beyond age 65, and more.

📅 Wednesday, October 7
⏰ 5:30–6:30 PM
📍 Reich Asset Management | 105 Roosevelt Blvd., Marmora, NJ
☕ Light refreshments will be served

Space is limited to 24 guests! RSVP at www.reichassetmanagement.com/events or call 609-486-5073.

Jodie has attained her CFP® certification, the standard in financial planning, and has been authorized by CFP Board to u...
09/01/2026

Jodie has attained her CFP® certification, the standard in financial planning, and has been authorized by CFP Board to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of CFP Board, including having successfully completed financial planning coursework at an accredited college or university and passed the 6-hour comprehensive CFP® certification exam. The exam covers the following areas: Professional Conduct and Regulations, General Principles of Financial Planning, Risk Management and Insurance Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Estate Planning and Psychology of Financial Planning.

CFP® professionals commit to CFP Board to act as a fiduciary, which means acting in the best interests of the client at all times when providing financial advice. They also commit to upholding CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNER™ certification. CFP® certification is held by nearly 100,000 people in the U.S. CFP Board Center for Financial Planning addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.

Congratulations Jodie!

Curious about what’s happening in the market right now? Check out this week's edition of the Market Week video! If you w...
09/01/2026

Curious about what’s happening in the market right now? Check out this week's edition of the Market Week video! If you would like to receive these in your inbox, check out our website to sign up for our emails.

https://www.reichassetmanagement.com/marketweek

Mark your calendars - fall at Reich Asset Management is going to be a busy one!Our upcoming calendar is filled with comp...
08/31/2026

Mark your calendars - fall at Reich Asset Management is going to be a busy one!

Our upcoming calendar is filled with complimentary events designed to help you learn, ask questions, and feel more confident about your financial future.
Whether you’re interested in retirement, Medicare, estate planning, tax planning, fraud prevention, financial literacy, or Women & Wealth, there’s something coming up for you.

Check out our full fall lineup above and save the dates!

Ready to join us? Visit the Events page on our website at www.reichassetmanagement.com/events.

We can’t wait to see you this fall! 🍂

What could a few small changes do for your health, finances, and overall well-being? 🌸Our September Women & Wealth works...
08/29/2026

What could a few small changes do for your health, finances, and overall well-being? 🌸

Our September Women & Wealth workshop is all about The Fall Reset: Little Tweaks That Make a Big Difference.

We’ll be joined by guest speaker Cara Carpin, FNP-C, Founder of Restore Health by Science, for a conversation on optimal health, plus approachable financial education, practical resources, current events, and time to connect.

Women & Wealth is for women of all ages and levels of financial knowledge. Come as you are, bring your questions, and learn alongside a supportive community.

📅 September 16 | 9:00 AM
📍 Reich Asset Management
💗 Complimentary

Reserve your spot: www.reichassetmanagement.com/events

Nobody gets married planning to get divorced. But the sad reality is that a lot of marriages end that way, and when they...
08/27/2026

Nobody gets married planning to get divorced. But the sad reality is that a lot of marriages end that way, and when they do, the financial side is often the part people are least prepared for. Emotions are running high, big decisions...

Wondering what happened in the markets last week, and what investors are watching next?Eric and Braiden discuss the stoc...
08/26/2026

Wondering what happened in the markets last week, and what investors are watching next?

Eric and Braiden discuss the stock market being down less than 1% last week, along with the treasury announcing plans to intervene in the bond market.

They also discuss July PCE inflation and Q2 GDP revision to be released on Wednesday this week.

Watch the full Market Week video:
www.reichassetmanagement.com/marketweek

Would you know how to spot a scam before it’s too late?Join us for an Elder Fraud Seminar featuring retired FBI Special ...
08/26/2026

Would you know how to spot a scam before it’s too late?

Join us for an Elder Fraud Seminar featuring retired FBI Special Agent Dean DiPietro.

Learn about common scams and schemes targeting older adults, warning signs to look for, ways to protect yourself and your loved ones, and what to do if you suspect fraud.

📅 Wednesday, September 30
⏰ 5:30 PM-6:30 PM
📍 Reich Asset Management | 105 Roosevelt Blvd., Marmora

Knowledge can be one of your best defenses. Register today through the Events page on our website at www.reichassetmanagement.com/events!

Address

105 Roosevelt Boulevard
Marmora, NJ
08223

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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