Wealth Partners to provide investment advisory services, including portfolio design, risk assessment, fee evaluation, and institutional money management. The firm also works collaboratively with estate planning attorneys on legacy and estate strategies to help structure trusts, manage tax exposure, and plan beneficiary distributions. Its planning process incorporates tax strategy, including assessing taxable holdings, withdrawal sequencing, and use of tax-deferred or tax-free accounts. Rea Financial further supports clients with healthcare and Medicare planning, including analysis of Medicare Parts A, B, C, and D and long-term care options, and delivers educational workshops and events on retirement topics.