Wealth Management
Strategic Planning for a Values-Driven Life
Your Financial Blueprint
Designed to Fund the Life You Value Most.
Wealth management is more than maximizing returns; it is the comprehensive stewardship of your resources, ensuring your capital is aligned with your most deeply held values and life's purpose.
At Redeem, we don't manage portfolios in a vacuum. We integrate your investments, tax strategy, and estate plan into one cohesive blueprint - a coordinated approach built on knowing who you are and what brings joy to your life. This holistic foundation provides the clarity and confidence necessary to experience wealth that goes truly beyond your money.
Our Comprehensive Wealth Management Services
Our process is structured to handle the complexity of your financial life, allowing you to focus on the meaningful life you designed.
Our Process
Financial success is not an accident; it is the result of a disciplined, values-first process. Our three-phase approach ensures your financial decisions are always guided by your personal goals and integrated with the best available expertise.
Phase 1: Foundation
Getting to Know You
We begin by truly understanding the heart behind the numbers. Your financial life is a reflection of your values, goals, and needs. We take the time to document your dreams, your non-negotiables, and the unique legacy you wish to create. This deep personal insight is the bedrock for everything that follows.
Phase 2: Framework
Designing the Blueprint
With a genuine understanding of your purpose, we craft a strategic, personalized financial framework. This blueprint addresses every facet of your wealth - from investment strategy and tax efficiency to charitable giving and risk management. We identify opportunities to simplify and remove unnecessary stress, ensuring your finances are perfectly aligned with your life’s purpose.
Phase 3: Execution & Integration
Navigating the Journey
Your personalized framework moves into action. This is an ongoing, evolving partnership. We coordinate the execution across our integrated teams (investments, tax, lending, insurance) and consistently revisit your plan to ensure it stays aligned with your shifting needs and priorities. We help you navigate complex trade-offs, adjust course when needed, and ensure every financial decision reflects the balance that’s right for you.
Evidence-Based Investment Management
We believe successful investing is about discipline, not prediction. Our approach is strategic, academic, and rooted in the long-term view.
Research-Driven Strategy
We don’t believe in market timing and stock picking. Instead, we construct diversified portfolios weighted toward areas of the market that academic research shows have higher expected returns over time.
Risk Management & Cost Control
We focus on what we can control: minimizing costs, managing risk appropriate to your timeline, and maximizing tax efficiency.
Purpose-Aligned Portfolios
Your portfolio is designed not just to grow, but to efficiently meet the specific funding goals outlined in your financial life plan - whether that's a sabbatical, a business exit, retirement, or a meaningful legacy.
Comprehensive Financial Planning
Financial planning is the map that connects your current resources to your future desires. We address the full spectrum of your financial journey:
Retirement Distribution Strategy
Crafting a smart, tax-efficient approach to drawing down assets when you are ready to transition to a work-optional life.
Life Transitions
Providing clarity and guidance through major events: starting a family, changing careers, selling a company, or adjusting to retirement.
High Income Earners & Business Owners
Helping those who are in higher tax brackets and complex cash flow situations to make the best decisions to maximize the value they have created.
Philanthropy & Charitable Giving
Strategically maximizing the impact of your generosity through Donor Advised Funds, and other vehicles that align your resources with the values you hold dear.
Strategic Tax Planning & Integration
Unlike firms that simply refer you to a CPA, our in-house tax professionals are an active, integrated part of your wealth management team.
Managing taxes is a long-term strategy, not just an annual filing event. We proactively weave tax optimization into your investment and planning decisions to help you make the most of what you earn and save.
Estate Planning & Legacy
Your estate plan is the ultimate expression of your values. We work with your legal team to ensure your assets are transitioned efficiently and effectively, allowing you to leave the intended mark on the world.
Wealth Transfer
Developing strategies to protect and transfer wealth to the next generation in a way that is tax-advantaged and aligns with your family governance values.
Asset Protection
Working to secure your wealth against unforeseen risks, ensuring your capital is dedicated to your purpose and legacy.
Ready to build a financial plan that truly reflects your meaningful life?