ReDefine
Wealth Management

Spectacular for a Few... Not Average for Many

Your Success Is Our Success

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We help protect and grow your wealth

"At ReDefine Wealth Management we are an independent registered investment advisor with a fiduciary responsibility to place client needs above all else.  We are accountable to our clients... we say what we do, and do what we say.  We work with you to redefine the real risks to protecting and growing your wealth.  And we work tirelessly to help you achieve your goals through solutions that are tailored to meet your needs.  


What we offer is not 'off the shelf' wealth management services."

 
-  Jeff Nuttall, CFP      Co-Founder, Managing Partner 


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Values You Can Count On

Integrity

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

Trust

Barron’s Magazine ranked  Jeff Nuttall one of America’s Top Financial Advisors for Six Consecutive Years  (2011-2016)

Accoutability

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

Does Your Advisor Work for You?

We work exclusively for our Clients

We are employee owned and completely independent

Client accounts are not held in-house

To ensure independence, objectivity, as well as our clients' peace of mind, we place our client accounts at third-party custodians 

Custodians are Partners... Not Our Employers

One of our trusted custodial partners is the Largest Custodian in the World - BNY Mellon (over $33.3 Trillion as of 12/31/17) 

Learn More About BNY Mellon

RWM Monthly 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.

RWM - Monthly Market Commentary - June 2019 (pdf)
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RWM In the News

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