Our Founder's Vision

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

To ReDefine Wealth Management by Employing

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

"When my partners and I began discussing the possibility of creating what is now RWM, the word REDEFINE kept coming up.  We believe the greatest service we can provide is to help our clients understand and redefine the real risks to protecting and growing their wealth.  Through RWM, I can use my 25-years of experience and accumulated knowledge to deliver thoughtful, unbiased, and personalized advice and services. I am very excited for, and humbled by the opportunity."

                                    -  Jeff Nuttall  Co-Founder, Managing Partner

Recent Market Commentary

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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 settlements. 

Custodians tend to be large and reputable banks.

Does Your Advisor Work for You?

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.  

Most financial advisors work for a custodian.

BNY Mellon Pershing

We have chosen to partner with the Bank of New York Mellon Pershing - the world’s largest custodian with over $33 Trillion assets under custody as of 12/31/2017. 

The Bank of New York was founded by Alexander Hamilton.

Reach out. We can be of service.