Broker Check

14 Trillium Lane, Pacific Beach, WA 98571

(360) 360-2752
richard@plrwm.com
Client Login

Navigate Uncertainty And Steward A Growing Legacy

Clear, planning-first financial guidance designed to help you make confident decisions through every stage of life.

Schedule A Meeting
Thoughtful Planning & Comprehensive Solutions

Thoughtful Planning & Comprehensive Solutions

PLR Wealth Management is a financial services firm built to help people make sense of complex financial decisions. Founded by Richard Reith, our firm focuses on delivering thoughtful planning, a comprehensive perspective, and education that empowers clients to stay grounded and move forward with clarity and intention.

Get Grounded Before Your Next Big Decision

If you’re approaching a major transition or simply want to feel more confident about the decisions ahead, PLR can help you get grounded in a plan that supports both your life today and the legacy you want to build.

Start With A Conversation
Simplify Complex Decisions With An Intentional Perspective

Simplify Complex Decisions With An Intentional Perspective

We start by understanding your values, goals, and concerns. Then we build a plan that connects the dots across your entire financial life. The process is intentionally planning-first, education-focused, and designed to evolve over time. We help you stay focused on what matters most and make confident decisions, even when the path ahead feels uncertain.

Comprehensive Solutions Built Around You

Our firm offers independent financial planning and wealth management services that are designed to support your unique needs and goals.

Individual & Family Services

Bring clarity to everyday decisions and long-term goals. Our firm helps you understand how each piece fits together, so nothing important gets overlooked.

See All Services

Business Services

Balance personal wealth, business complexity, and future transitions. We help deliver guidance that supports both today’s priorities and what comes next.

See All Services

Find Your Fit

Individuals & Families

You’re looking for clarity around saving, investing, and planning decisions that affect both today and the future.

Learn more

Pre-Retirees & Retirees

You’re preparing for or already navigating retirement and seeking confidence around income, taxes, and long-term sustainability.

Learn more

Business Owners

You’re balancing personal wealth with business responsibilities, all while planning for sustainable growth, transition, or succession.

Learn more

Newly Independent

You’re navigating a major life change and want a steady, trusted guide to help you avoid costly missteps and regain confidence.

Learn more
See Clients We Help

Resources To Build Financial Literacy

Understanding your finances shouldn’t require a degree. Our educational resources and planning tools are designed to help you learn, ask better questions, and stay engaged in your financial decisions.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.
Learn More
Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Learn More
What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
Learn More

Get In Touch Today

Thank you!
Oops!