ReDefine the Client Experience

Everyone Takes a Different Path

We take the time to get to know you, your business, and your other interests. We work together to plan and invest for the future you want... on your terms.

Who Works for You?

Where's My Money?

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.

What's a Custodian?

Custodians maintain and safeguard your account(s). They also provide statements, account administration, and transaction settlement. 

Doesn't my advisor handle that? Not really...

Many, if not most financial advisors work for custodians, so it can be hard to tell exactly what they do for you.

Who Do You Work For?

We work for you, our client. Our custodian is a valued partner, but 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 Pershing is the World's Largest Custodian with over $33.3 Trillion in Assets (as of 12/31/17) 

Connect with Us... We Can Help.