Meet the Team

A Team Committed to Your Future

At Rehfeldt Wealth Management, we guide individuals, families, and business owners with personalized, tax-smart strategies designed to support the life, retirement, and legacy you envision. With clear guidance and long-term planning, we help you navigate life’s challenges and build wealth that lasts for generations.

Terry Rehfeldt, CPA

(941) 739-0920

terry.rehfeldt@ceterafs.com

Terry founded The Rehfeldt Group, his CPA firm in 1996, and Rehfeldt Wealth Management, his financial services firm in 1999. Originally from Chicago, Terry served five years in the United States Air Force and then went on to graduate...

Vince Rehfeldt

(941) 739-0920

vincent.rehfeldt@ceterafs.com

Vince recently joined the Rehfeldt Wealth Management team in July 2022. He currently holds several securities licenses including the Series 4, 7, 52, and 66 which greatly assist him in servicing our clients. Vince graduated with...

Who We Work With

We partner with individuals, families, business owners, and professionals to help see a vision of the life, retirement, and legacy they desire.

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Our Approach

We take a personalized, values-driven approach to create financial plans that reflect your goals, priorities, and life vision.

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Get in touch with us today to start building the future you’ve always envisioned—our caring, trustworthy team is here to help.

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