Our Values

Integrity

As an independent Registered Investment Advisor (RIA), we are bound by the fiduciary standard, meaning we must place our clients' needs above all else

Leadership

Barron’s Magazine ranked  Managing Partner Jeff Nuttall one of America’s Top Financial Advisors for Six Consecutive Years 

Experience

Our principals have an average 22 years of experience at some of Wall Street’s most prestigious investment advisory firms 

Our Vision

Jeff Nuttall, CFP - Co-Founder, Managing Partner ReDefine Wealth Management

Be Spectacular for a Few... Not Average for Many

"At ReDefine Wealth Management we believe that wealth is best grown and protected through a marriage of sophisticated planning and global macroeconomic-centric investing. What we offer is not 'off the shelf' wealth management."

 
-  Jeff Nuttall, CFP      Co-Founder, Managing Partner 


Find Out More About How We Do It

Most Recent Monthly Market Commentary

RWM prepared this material for informational purposes only and should not be viewed as advice or recommendations with respect to asset allocation or any particular investment. It is not our intention to state or imply in any manner that past results are an indication of future performance. 

RWM - Monthly Market Commentary - November 2018 (pdf)
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Does Your Advisor Work for You?

Most financial advisors work for custodians

Whether you entrust your wealth to an Independent Registered Investment Advisor like ReDefine Wealth Management, or to one of the thousands of reps at a large bank, your accounts are held with a custodian

Custodians tend to be large, reputable banks

Custodians maintain and safeguard your accounts, and also provide statements, account administration, and transaction settlement


These functions may be outsourced to a partner that specializes

At ReDefine we work exclusively for our clients

ReDefine is employee owned and completely independent. Our account custodian is our valued partner - not our employer - so we receive "client" service - not products to push   


We chose to partner with The Bank of New York Mellon's Pershing Advisor Services - BNY Mellon is the World's Largest Custodian with over $33.3 Trillion in Assets (as of 12/31/17)  

Learn More About BNY Mellon

A Few of Our Partners...