Who We Are

We've Already Pulled Our Ripcord

We're not just financial advisors who read about exit strategies. We've lived it, planned it, and now help other successful professionals do the same with confidence.

Who We Are

We've Already Pulled Our Ripcord

We're not just financial advisors who read about exit strategies. We've lived it, planned it, and now help other successful professionals do the same with confidence.

Who We Are

We've Already Pulled Our Ripcord

We're not just financial advisors who read about exit strategies. We've lived it, planned it, and now help other successful professionals do the same with confidence.

Meet the Team

Zachary Ashburn, CFP®, EA, AFC®

Chief Planning Officer

Michael Kelly, CFA, CFP®

Chief Investment Officer

Meet the Team

Zachary Ashburn, CFP®, EA, AFC®

Chief Planning Officer

Michael Kelly, CFA, CFP®

Chief Investment Officer

Meet the Team

Zachary Ashburn, CFP®, EA, AFC®

Chief Planning Officer

Michael Kelly, CFA, CFP®

Chief Investment Officer

Who Is Reach Strategic Wealth

Reach Strategic Wealth is a specialized financial planning firm focused on one thing: helping successful professionals transition from corporate life to freedom.

We're not your typical financial advisors. We don't work with everyone or try to be everything to everybody. Instead, we've built our entire practice around corporate exit planning because we know making the jump from corporate is scary but when you're ready to pull the ripcord, we'll make the jump with you.

Our team has lived the corporate experience and made the transition ourselves. We understand the unique challenges that come with equity compensation, the anxiety around health insurance, and the fear of leaving a steady paycheck behind.

We combine deep tax planning expertise with real-world experience to create exit strategies that actually work. Our clients don't just dream about post-corporate life - they live it.

Who Is Reach Strategic Wealth

Reach Strategic Wealth is a specialized financial planning firm focused on one thing: helping successful professionals transition from corporate life to freedom.

We're not your typical financial advisors. We don't work with everyone or try to be everything to everybody. Instead, we've built our entire practice around corporate exit planning because we know making the jump from corporate is scary but when you're ready to pull the ripcord, we'll make the jump with you.

Our team has lived the corporate experience and made the transition ourselves. We understand the unique challenges that come with equity compensation, the anxiety around health insurance, and the fear of leaving a steady paycheck behind.

We combine deep tax planning expertise with real-world experience to create exit strategies that actually work. Our clients don't just dream about post-corporate life - they live it.

Who Is Reach Strategic Wealth

Reach Strategic Wealth is a specialized financial planning firm focused on one thing: helping successful professionals transition from corporate life to freedom.

We're not your typical financial advisors. We don't work with everyone or try to be everything to everybody. Instead, we've built our entire practice around corporate exit planning because we know making the jump from corporate is scary but when you're ready to pull the ripcord, we'll make the jump with you.

Our team has lived the corporate experience and made the transition ourselves. We understand the unique challenges that come with equity compensation, the anxiety around health insurance, and the fear of leaving a steady paycheck behind.

We combine deep tax planning expertise with real-world experience to create exit strategies that actually work. Our clients don't just dream about post-corporate life - they live it.

Ready to Pull the Ripcord?

You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.

Ready to Pull the Ripcord?

You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.

Ready to Pull the Ripcord?

You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.

Reach Strategic Wealth

Based in North Carolina & Connecticut

© 2025 Copyright

Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

PULL THE RIPCORD

Reach Strategic Wealth

Based in North Carolina & Connecticut

© 2025 Copyright

Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

PULL THE RIPCORD

Reach Strategic Wealth

Based in North Carolina & Connecticut

© 2025 Copyright

Reach Strategic Wealth LLC (RSW) is a registered investment adviser offering advisory services in the State of North Carolina, State of Connecticut, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by RSW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

PULL THE RIPCORD