Wesley Reed

Reed Family Wealth Services

Wesley Reed, founder of Reed Family Wealth Services in Clermont, has spent two decades helping clients navigate the complexities of financial planning. After 17 years with a large firm, he made the bold move to go fully independent—partnering with JW Cole Financial—to better serve his clients without being tied to proprietary products or corporate agendas. “Going independent gave me the freedom to make decisions based solely on what’s best for my clients,” he says.

As a fully licensed advisor, Wesley offers both transactional and fee-based services—ranging from investments and insurance to estate planning and beneficiary reviews. “Not every client fits into one model,” he explains. “Sometimes a pay-per-view model works better than a streaming subscription—and I can offer both.”

Clients appreciate Wesley’s holistic approach and proactive service. “The biggest complaint I hear is lack of communication. That’s where we stand out. We return calls. We engage. We care.”

Through personalized planning and consistent support, Wesley helps clients achieve financial confidence—and peace of mind.