REID H. WOLCH

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Reid H. Wolch is a financial consultant based in Bellevue, Washington, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Through an in-depth discovery process, Reid ensures a thorough understanding of each client's situation, time horizon, and risk tolerance. He focuses on serving high net worth clients, including individuals, families, corporate executives, and businesses, by leveraging Oppenheimer's resources to address complex financial issues.

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