Nearly two decades in the making, founded to serve you.
Midwest values. Wall Street capabilities.
Reserve Private Wealth was created to serve the special needs of Entrepreneurs and their families. Founder, Joshua A.R. Rennert, began his career in wealth management in 2006 and through those nearly twenty years has had the privilege of serving some of the most prominent Entrepreneurial families.
However, it was always concerning when internal corporate priorities trumped those of his clients 0r when specialties of the firm didn’t align with the client’s needs.
As an Entrepreneur himself, seeing this need and gap in true concierge wealth services, targeted specifically to Entrepreneurs, Joshua knew what was needed and Reserve Private Wealth was founded.
Our approach and niche services are not for everyone. And that’s okay - it’s actually purposefully structured that way. At Reserve Private Wealth, we don’t want to be the biggest private wealth firm serving Entrepreneurs - we want to be the best.