ReDefine Wealth Management

ReDefining Risk to Protect and Grow Wealth 

Our Vision

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

  • Comprehensive Wealth Solutions
  • Sophisticated Investment Strategies
  • Highly Personalized Service

"When my partners and I began discussing the possibility of creating what is now ReDefine Wealth Management, the word that kept coming up was REDEFINE.  

We agreed the industry needs to redefine some of the more outdated concepts of wealth management.  And clients should redefine their expectations for quality financial advisement.  And importantly, I need to redefine my value proposition and be a trusted advisor.  

After 25-years in the industry I can offer clients the ability to redefine their advisory relationship.  I am very excited for - and frankly humbled by - the opportunity."

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

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

Recent Market Commentary

ReDefine Wealth Management 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. Please read our Legal Disclosures and Terms of Use below.

Partners You Can Trust

What's a Custodian?

As the name would suggest, custodians or custodial banks maintain and safeguard your account(s). They also provide statements, account administration, and transaction settlement. 

Custodians tend to be large, reputable banks

Does Your Advisor Work for You?

Whether you entrust your wealth to an SEC-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.  

Many financial advisors work for your custodian

Employer or Partner?

Our chosen custodian is our valued partner, not our employer. So RWM, and by extension our clients, receive "client"-service from our partners at The Bank of New York Mellon Pershing. And with over $33.3 Trillion in custodial assets... 

BNY Mellon Pershing is the world's largest custodian

Let's Connect. We Can Help.