the coordination your wealth
has always deserved.
For families whose financial lives have grown beyond what a single advisor or fragmented team can manage, redeem Private Client brings every discipline under one roof — guided by one team that sees the full picture.
The problem we solve
The typical model
Your investment advisor, CPA, insurance agent, and mortgage lender work in silos — no shared information, no coordinated decisions, and the gaps between them quietly cost you.
What gets lost
Missed Roth conversion windows. Insurance misaligned with your estate plan. Debt that doesn't support your investment strategy. Tax decisions made without your portfolio context.
What we built
one team. every discipline. no gaps.
True family offices start at $50–100 million. We built redeem Private Client for families in the $2M–$20M range — delivering the coordination previously available only to those with nine-figure wealth.
investment management
Evidence-based strategy built around your life goals.
tax planning & filing
In-house CPAs integrated into your investment strategy.
insurance & risk
Risk reviewed holistically — aligned with your estate plan.
lending & mortgages
Borrowing strategy in the context of your capital plan.
real estate
Property decisions coordinated with your full financial plan.
Why it's different
nothing referred out
Every service delivered in-house. The same team managing your portfolio makes the call on your taxes.
tax strategy built into investments
Roth conversions, bracket management, and distribution sequencing are part of your investment strategy — not a separate engagement.
a plan, not just a portfolio
We start with your vision for your life, then build the financial plan that funds it.
no handoffs, no gaps
A business sale, a liquidity event, a new property — one call reaches the team that handles all of it.
this was built for you if…
- Your financial life has outgrown a single advisor
- You're approaching a major liquidity event
- You own a business and personal wealth simultaneously
- You've had portfolio management — but never a real financial plan
- Your tax, insurance, and investment advisors don't talk to each other
- You want a legacy plan that reflects your values, not just your assets
redeem Financial Group · Gilbert, AZ · Investment advisory services offered through redeem Financial Group · See disclosures for full details.