ReDefine Wealth Management
Spectacular for a Few... Not Average for Many
ReDefine Wealth Management
Spectacular for a Few... Not Average for Many
Spectacular for a Few... Not Average for Many
Spectacular for a Few... Not Average for Many
"Over the last 25 years, my primary goal has been to help clients redefine their conceptions and their misconceptions of the risks to protecting and growing their wealth. We chose the name ReDefine Wealth Management because we believe there is a better way."
- Jeff Nuttall, CFP Founder, Managing Partner
An Independent Advisory Representative of a Registered Investment Advisor is bound by the fiduciary standard
Barron’s Magazine ranked Jeff Nuttall one of America’s Top Financial Advisors for Six Consecutive Years
Our principals have an average 25 years of experience at some of Wall Street’s most prestigious investment advisory firms
ReDefine is employee-owned, completely independent, offering conflict-free advice. We focus our training and expertise on our clients, and leverage our team and partners to provide intelligent solutions.
To ensure independence, objectivity, as well as our clients' peace of mind, our client's accounts are held at a third-party custodian like Charles Schwab, Fidelity Institutional, and TD Ameritrade.
Our distinctive approach to “full balance sheet" wealth management integrates strategic wealth planning with global investment management to maximize your ability to surpass your personal, family, and philanthropic goals.
Financial - Wealth - Estate - Transfer - Philanthropic
Marketable Securities - Currencies - Volatility - Private Placements
Global Macroeconomic and Public Policy Themes and Trends
Portfolio Construction - Allocation - Management - Reporting
Founder, Managing Partner
"We do not offer 'off-the-shelf' wealth management. At ReDefine we work closely with a small number of families and we have a fiduciary responsibility to place their needs above all else. We take the time to get to know you, your business, and your other interests and work together to plan and invest for the future you want... on your terms." - Jeff
Jeff is the head of the wealth management business at ReDefine. Jeff brings to clients his extensive knowledge and experience in the areas of portfolio design, implementation, and management, as well as his deep understanding of global macroeconomic trend and investment manager analysis. Jeff has decades of experience with banking, trust, tax and estate planning services, as well as in developing customized multi-generational trust and wealth transfer plans designed to manage the impact of estate taxes while still accomplishing personal and humanitarian goals. Jeff has received numerous accolades over his 25 year career and before founding ReDefine, Jeff was recognized by Barron’s Magazine as one of America’s Top Financial Advisors for six consecutive years.
2970 Cherry Creek South Drive, Suite 4, Denver, CO 80209 | 303.495.5540 | info@redefine-wm.com
Investment Advisory Services offered through Integrated Advisors Network LLC, a Registered Investment Advisor.
Copyright © 2021 ReDefine Asset Management LLC