Jeremy P Reese
Helping professionals & families reduce tax burden and turn savings into a reliable retirement income | Consultative Financial Planning • Tax Diversification (“Tax Control Triangle”) • Social Security & Medicare Guidance
- Role
- Managing Partner at Element Wealth Advisors
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jeremy P Reese
Do you have a clear plan to turn savings into a reliable retirement income while managing taxes, inflation, and healthcare costs?Are you confident about when to claim Social Security, how Medicare premiums affect you, and how to keep your tax bracket in check through retirement?Do you know the tax-smart way to handle life events, job changes/rollovers, RSUs, company employee stock plans, inheritance, divorce, or legacy planning?How I help solve these problemsI lead with advice-first financial planning. At Element Wealth Advisors, I help individuals and families design tax-efficient retirement income plans that are practical, personal, and built to adapt.What this looks like- The “Tax Control Triangle”: we diversify how dollars are taxed so you can control your income and tax bracket in retirement- Retirement income engineering: coordinated withdrawal strategies, Social Security timing, and Medicare planning to protect lifestyle and reduce surprises- Life-event playbooks: clean rollovers after job changes; beneficiary and insurance reviews after marriage, divorce, or births; estate/legacy coordination- Concentrated stock solutions: direct indexing for tax-loss harvesting and diversification, options overlays for enhanced income, and NUA strategies where appropriate- Clarity & simplicity: I consolidate scattered accounts and build a clear, step-by-step plan you can follow with confidence.Who is a good fit- Professionals and families near or in retirement who want an advice-driven relationship- People facing a life event (new job/rollover, inheritance, marriage/divorce, birth)- Executives with concentrated stock (e.g, MSFT, KO, HD, UPS) seeking tax-aware diversification and income- Women and LGBTQ+ clients who value a collaborative, planning-led approach- Anyone who prefers transparent guidance over one-size-fits-all adviceBrief personal backgroundI’m Jeremy Reese. My career has centered on helping clients make smarter, calmer decisions with their money, especially at retirement. I focus on retirement income, tax diversification, Social Security/Medicare strategy, and thoughtful solutions for concentrated equity positions. When needed, I bring top managers and analysts to the table so you get the right expertise at the right time without the complexity.If you’d like a second opinion or want to see how the Tax Control Triangle could lower lifetime taxes, send a message or grab time on my calendar. Let’s turn your savings into a durable, tax-smart income plan you can live with.
Experience
Managing Partner
Mar 2023 — Present · Atlanta, GA, US
Keeping the Focus on You, We specialize in providing comprehensive planning and advice to individuals and families who are looking for guidance on retirement planning, investment management, retirement income, and distribution planning.
Education
University of North Carolina at Charlotte
Bachelors of Science, Economics
1999 — 2002
Lancaster University
Economics
2000 — 2001
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