As finances should be.
REAP is a boutique office for founders, legacy families, and everyday people seeking the most from their wealth. We coordinate investment oversight, strategic advisory, major life events, and anything that could affect your finances so each generation can steward wealth with confidence.
With REAP, you gain a trusted partner, a wider network, and opportunities worth exploring.
Our Origin
REAP was founded to help serve individuals and families who wanted a more intimate financial experience without a lack of opportunity. We unite institutional rigor with the empathy of having sat where you are now.
Living Strategy
We work to coordinate and advise every part of your financial life as if it were our own. We are not fiduciaries by requirement; we are fiduciaries because it’s the right thing to do. Your lifestyle receives the support, plan, and guidance that adjusts for your major life events and supports what matters most to you.
Since 2019
Heritage-minded and future-focused, we help families preserve flexibility, govern well, and invest across generations with clarity.
Get a complimentary review of your legal, financial, and tax documents.
We work with you regardless of where you are.
Office Phone: 855-904-REAP
Office Fax: 888-783-1552
Office Email: info@retirementestateplan.com
Lake Mary
801 International Parkway, Suite 500, Lake Mary, FL 32746
Gainesville / Lake City
309 NE 1st, Gainesville, FL 32601
Jacksonville
4651 Salisbury Rd., Suite 400, Jacksonville, FL 32256
Get a concise, practical overview of strategies to help protect what you’ve built and support children, grandchildren, or future inheritors with intention.
INSIGHTS
Featured Insight
Longevity, lifestyle ambition, and impact mandates are reshaping how families approach retirement income. We explore ways to align capital with a broader life plan.
Together we design a plan for clarity, continuity, and confidence—coordinating investments, governance, and family priorities across generations.
Meet the senior team who will oversee your family’s strategy and day-to-day coordination.
Explore AdvisorsWe will pair you with specialists who understand your family’s rhythm, geography, and ambitions.
Request an Introduction