A wealth advisor for more than a decade, Timothy J. Rueter guides our team in helping clients pursue their financial goals by providing prudent advice on investment planning, retirement distribution strategies and a diverse range of key areas, including life and health insurance, tax planning, estate planning, educational savings and financial aid, and intergenerational wealth transfer.
Tim is dedicated to guiding his clients in building a solid foundation of financial independence for their families through education, communication and service that exceeds expectations. As a second-generation financial advisor, he carries on the legacy of his father.
In 2007, Tim attended Wharton Business School at University of Pennsylvania to study retirement distribution strategies. Committed to his ongoing education, Tim became a CERTIFIED FINANCIAL PLANNER™ professional in 2010, and he also holds the Chartered Financial Consultant® (ChFC® ) designation, which focuses on estate planning and wealth transfer strategies.