THE JETER REICH GROUP

We are a multigenerational family team serving the wealth management needs of other multigenerational families.

The Jeter Reich Group believes in the Golden Rule. We treat our clients as we would want to be treated, first developing a foundation of mutual respect and understanding, then working together towards the shared goal of helping our clients realize the life they’ve always dreamed of.

Headquartered in Atlanta, Georgia, we are a Father/Daughter team dedicated to serving the complex needs of our clients’ families, supporting the needs of the eldest grandparents to the youngest children and anticipating the needs of future generations to come. We are dedicated to educating everyone in the family, making sure all members fully understand our recommended strategies and are comfortable with the path forward.

As such, The Jeter Reich Group is perfectly aligned with the mission of Rockefeller Capital Management. With the strength and flexibility of the Rockefeller platform, we are able to serve our clients in a nimble and creative yet robust and distinguished manner, leveraging the unparalleled resources available to meet all of our clients’ wealth-related needs.

It would be our pleasure to serve you and your family.

Contact us to learn more about how The Jeter Reich Group can help you.

THE JETER REICH GROUP

(404) 476-2392

3560 Lenox Road NE
Suite 300
Atlanta, GA 30326

“We value each client as an extension of our family. Our process is simple: Listen intently then deliver thoughtful solutions utilizing legendary resources uniquely developed by the Rockefeller family.”

Ed Jeter, Private Wealth Advisor

The Jeter Reich Group believes in the Golden Rule. We treat our clients as we would want to be treated, first developing a foundation of mutual respect and understanding, then working together towards the shared goal of helping our clients realize the life they’ve always dreamed of.

ED JETER

Private Wealth Advisor, Senior Vice President
EJeter@rockco.com
(404) 476-2390

HEATHER REICH

Private Wealth Advisor, First Vice President
HReich@rockco.com
(404) 476-2391

JENNA BELL

Senior Client Associate
JBell@rockco.com
(404) 476-2392

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A leading private wealth practice...
Customized Investment Strategy Design

We diagnose and evaluate your financial situation and design a tailored investment strategy for you, combining long-term goals and near-term opportunities.

Portfolio Management & Optimization

We manage your complete financial ecosystem including tax & estate planning, insurance, retirement entities, and your investments.

Investment, Tax, & Legal Advisor Coordination

We work with your CPA to manage your investments in a tax-efficient manner and coordinate with your attorneys to help plan your estate, structure business transactions, and manage charitable donations.

Risk Management

We align your portfolio with your tolerance for risk and monitor your allocation for unexpected behavior in multiple market conditions.

Cash Management, Optimization, & Access

We handle all cash activity and cash equivalents including loans, banking products, and mortgages.

Ongoing Monitoring & Performance Analytics

We provide you with a high level of transparency through advanced analytics and regular meetings with our team.

merged with holistic advisory and family office services.
The Rockefeller difference is our unique combination of holistic and specialized services, designed to complement world-class wealth planning and advisory.
  • Financial Accounting & Bookkeeping
  • Trust & Estate Planning
  • Tax Efficient Planning & Preparation
  • Family Legacy & Governance Advisory
  • Bill payment
  • Philanthropic advisory
  • Human Resources Services
  • Cash flow and liquidity planning
  • Next Gen Financial Education

Rockefeller Capital Management provides strategic advice to ultra-high-net worth families, family offices, individuals and corporations. Families that own businesses or are interested in purchasing a business can come to Rockefeller Capital Management for thoughtful, tailored advice on whether to sell a business, sell a portion of a business, purchase a business or grow an existing business.

Rockefeller Capital Management also works with corporations seeking customized, innovative solutions and independent advice on strategic transactions. Our focus is to deliver exceptional results for our clients through flawless execution and to help clients achieve their strategic goals.

Rockefeller Capital Management provides securities activities and services through Rockefeller Financial LLC, its registered broker-dealer, member FINRA, SIPC.

  • Differentiated, independent advice for entrepreneurs and business owners
  • Execution across private and public companies owned or operated by our clients
  • Mergers, acquisitions, divestitures, capital raises
  • Real estate advisory
  • Sports franchise advisory

Rockefeller Asset Management serves individuals, families and institutional investors whose focus on alpha generation requires an experiences partner with a demonstrable investment history. With more than 30 years of experience in global investing, we offer Equity and Fixed Income strategies whose performance over multiple market cycles is driven by a disciplined process and our collaborative culture.

Equity Strategies
  • We offer global, U.S., and non-U.S., thematic dedicated environmental, social and governance (“ESG”) equity strategies for institutions and individuals. A core differentiator of Rockefeller’s approach is our well established practice of constructively engaging shareholders in a way that drives long-term value creation across portfolios and improves ESG standards globally.
Fixed Income Strategies
  • We offer a range of tax-exempt and taxable fixed income strategies, serving high-net worth and family office clients. Our fixed income investment process employs an analysis of macro-economic conditions complemented by fundamental credit research set within a sophisticated risk management and portfolio construction framework.

Through a series of curated and vetted partners, we bring our clients and their families solution for lifestyle needs from everyday to the extraordinary.

Philanthropic advisory
• Philanthropy experts provide a functional foundation to help you build and manage your charitable program

Private Aviation
• A unique private aviation platform designed exclusively for Rockefeller Capital Management Clients

Concierge Healthcare
• Proactive health and wellness support, travel/emergency contingency 24/7 and complete management of any health concern.

Personal Security
• A total security solution tailored to each client and location, assessing their needs and goals.

Emergency Travel Services
• The world's leading organization providing medical, security, evacuation, travel risk and crisis management services.

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