Advice Built Around Your Financial Life

We believe clients deserve advice that is thoughtful, transparent, and aligned with their individual circumstances. Our Code of Ethics sets the standards of business conduct we follow, and we recognize our duty of loyalty, fairness, and good faith to every client. Our goal is to help you navigate important financial decisions with greater clarity and confidence.

Reichard Capital is an SEC-registered investment adviser based in Charlotte, North Carolina. Founded in 2019, we provide investment management and financial planning to individuals, families, trusts, estates, businesses, and charitable organizations.

Every client has different goals and priorities, so we start by listening. We work with you to establish your objectives and build an approach around them.

Portfolios are monitored on an ongoing basis, and we offer to meet semi-annually, or annually if you prefer, with additional reviews when your circumstances or the markets call for one. For clients who want broader planning, we look beyond investments to cash flow, retirement, insurance, and estate considerations.

Who We Serve

Our clients are people and organizations whose financial lives call for thoughtful investment management and personalized planning.

Individuals and Families. Whether you are building wealth, approaching retirement, or managing assets you have accumulated over time, we help you develop a strategy aligned with your goals. For families with significant or multi-generational wealth, we help you consider how today’s decisions may affect the generations that follow.

Retirees and Pre-Retirees. Retirement brings a different set of decisions, from investment strategy and cash flow to withdrawal planning and changing priorities. We help you navigate them with a long-term perspective.

Business Owners and Executives. The financial decisions that come with a career or business can have a significant impact on your broader financial picture. We help integrate investment management and planning with your personal goals.

Trusts, Estates, and Organizations. We provide investment advisory services to trusts, estates, businesses, charitable organizations, and other clients with investment management needs.Advice Built Around Your Financial Life

We believe clients deserve advice that is thoughtful, transparent, and aligned with their individual circumstances. Our Code of Ethics sets the standards of business conduct we follow, and we recognize our duty of loyalty, fairness, and good faith to every client. Our goal is to help you navigate important financial decisions with greater clarity and confidence.

Reichard Capital is an SEC-registered investment adviser based in Charlotte, North Carolina. Founded in 2019, we provide investment management and financial planning to individuals, families, trusts, estates, businesses, and charitable organizations.

Every client has different goals and priorities, so we start by listening. We work with you to establish your objectives and build an approach around them.

Portfolios are monitored on an ongoing basis, and we offer to meet semi-annually, or annually if you prefer, with additional reviews when your circumstances or the markets call for one. For clients who want broader planning, we look beyond investments to cash flow, retirement, insurance, and estate considerations.

Who We Serve

Our clients are people and organizations whose financial lives call for thoughtful investment management and personalized planning.

Individuals and Families. Whether you are building wealth, approaching retirement, or managing assets you have accumulated over time, we help you develop a strategy aligned with your goals. For families with significant or multi-generational wealth, we help you consider how today’s decisions may affect the generations that follow.

Retirees and Pre-Retirees. Retirement brings a different set of decisions, from investment strategy and cash flow to withdrawal planning and changing priorities. We help you navigate them with a long-term perspective.

Business Owners and Executives. The financial decisions that come with a career or business can have a significant impact on your broader financial picture. We help integrate investment management and planning with your personal goals.

Trusts, Estates, and Organizations. We provide investment advisory services to trusts, estates, businesses, charitable organizations, and other clients with investment management needs.