The Reinert Group is dedicated to working with individuals and families to help them make informed decisions and pursue their financial objectives. We see investing from your perspective and pledge to remain a constant in your life.
By truly listening to your needs and to what is most important to you whether it’s providing an education to your heirs, buying a vacation home, leaving a legacy to your favorite charities or retiring on your own terms we are able to explore your aspirations, work with you to connect all of the pieces of your financial life and translate your goals into a customized investment strategy.
You deserve a relationship based on respect and listening. Our disciplined process is designed to enhance your financial life, help preserve and grow your wealth and put you on a path to the retirement of your dreams.
Craig F Reinert, CFP®
Vice President
Senior Financial Advisor
Portfolio Manager
Craig has two decades of experience in the financial services industry, most of which has been advising the individual and small business investor as a financial advisor and prior to that with Brown Brothers Harriman as a Treasury Analyst. Craig is a CERTIFIED FINANCIAL PLANNER™ professional and is also a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill model portfolios and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Craig holds the Series 7, 63, 65 FINRA registrations as well as Life and Health Insurance license. Craig is a graduate of Johns Hopkins University with degrees in Economics and Entrepreneurship & Management.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
