Reeg Private Wealth is a multi-generational wealth management team with Midwestern roots, serving wealthy families and private foundations. The firm emphasizes the values and integrity of a family-run business, with an approach designed to simplify clients’ financial lives and support wealth across generations. Its services include investment advice, financial planning, risk management, and guidance on strategies to protect, grow, and transfer wealth.

Reeg Private Wealth also highlights cash management focused on safety, simplicity, and yield, and offers support through life transitions. Its client experience centers on strategies tailored to individual goals, with access to a team of financial professionals and market insights. Based in Scottsdale, Arizona, the firm invites prospective clients to discuss their needs and explore a working relationship.

Investment advisory services are offered through Xcelsior Advisor Partners LLC, a registered investment adviser; securities are offered through Simplicity Investments, a FINRA/SIPC member. The firm’s materials are for general information and are not tax or legal advice or an offer to buy or sell securities