This site is provided as an additional resource for our clients.
Rede [rēd]. It’s more than our name. It’s a verb that means to advise or consult. Rede Wealth is synonymous with what we do; we advise wealth and understand that monetary wealth is only part of the equation. We’ll help you find your definition of wealth so you can write your story; one that reflects your values, expectations, desires and unique perspective.
Most investment strategies oversimplify the issues that matter to you. They focus on a few factors, like your available funds, current age, and time horizon. Your life and its associated goals can’t be summed up or achieved by a simple equation. As your lifestyle naturally evolves and changes, your investment strategy should, too. At Rede ®, you are our sole focus. We understand that investing is less about our recommendations and more about what you want and need. Here, you’ll get the support to create an Investment Process that evolves with you, whether your future includes marriage, children, college funding, retirement, or changes you can’t predict right now.