ReDefine Wealth Management
Spectacular for a Few... Not Average for Many
ReDefine Wealth Management
Spectacular for a Few... Not Average for Many
An Advisor Who Works For You
We Work Exclusively For Our Clients
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.
Client Accounts Are Not Held In-house
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.
REDEFINE THE CLIENT EXPERIENCE
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.
We Can Help You
Make a Plan
Open a World of Opportunity
Open a World of Opportunity
Financial - Wealth - Estate - Transfer - Philanthropic
Open a World of Opportunity
Open a World of Opportunity
Open a World of Opportunity
Marketable Securities - Currencies - Volatility - Private Placements
ReDefine the Risks
Invest with Conviction
Invest with Conviction
Global Macroeconomic and Public Policy Themes and Trends
Invest with Conviction
Invest with Conviction
Invest with Conviction
Portfolio Construction - Allocation - Management - Reporting
Meet Our Founder
Jeff Nuttall, CFP
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.
