Broker Check
Welcoming Joseph Reid to Link Wealth Strategies

Welcoming Joseph Reid to Link Wealth Strategies

October 14, 2024

We are excited to welcome Joseph Reid, CFP®, ChFC® to the Link Wealth Strategies team! Joseph brings with him a wealth of experience as a financial advisor, but what truly sets him apart is his desire to be part of a firm that is tax-intelligent. This thoughtful approach to wealth management enables Joseph to provide even greater value to his clients, particularly in a landscape where smart tax planning can make a world of difference.  

Joseph’s passion for working hand in hand with tax professionals allows him to actively pursue tax alpha, a powerful benefit to his clients. By minimizing unnecessary taxes and optimizing investments for tax efficiency, Joseph cares for his clients’ hard-earned wealth as if it were his own. At Link Wealth Strategies, we fully embrace this approach, and Joseph's expertise aligns seamlessly with our comprehensive philosophy of financial planning.

Having walked through life with many of his clients, Joseph is more than an advisor—he is a partner in their personal and professional journeys. He’s had the privilege of witnessing some of life’s greatest milestones, from marriages to graduations, new careers, and growing families. At the same time, he has supported them through challenging seasons, offering guidance and care through the loss of loved ones or changes in financial circumstances. This deep, personal connection is at the heart of Joseph’s work and mirrors the core values we hold at Link Wealth Strategies.

By ensuring that each aspect of financial planning—whether it's wealth accumulation, retirement planning, or estate management—is designed with tax intelligence in mind, Joseph’s goal is to elevate his clients’ strategies and provide them with a clear path in their pursuit towards financial independence. His certifications as a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant® are a testament to his fiduciary commitment, always putting his clients' best interests first.

On a personal note, when Joseph isn’t serving his clients, you’ll find him enjoying the great outdoors. Whether he’s hunting, fishing, running, or hiking, he has a passion for nature and adventure. His dedication also extends into his community, where he volunteers with his local church, especially enjoying his time with the youth group. Joseph and his family—his wife Allison and their two children, Charlotte and Noah—call Meriden, Kansas, home.

We couldn’t be more thrilled to have Joseph Reid on board at Link Wealth Strategies. His tax-intelligent approach, strong ethics, and dedication to his clients make him a perfect fit for our team. We look forward to the incredible value he will continue to bring to our clients, guiding them not only to their financial goals but also approaching their legacies in a thoughtful, tax-smart way.