financial advisers and tax professionals who know you, and help you experience wealth beyond your money.

we want to know you.

No matter where you start, our mission is to help you live a more meaningful life that aligns your resources with what you value most. In order to do this, we need to know who you are and what brings joy to your life.

It’s for this reason that our financial life planning and investment management services address the full spectrum of your financial journey, from strategy to execution, ensuring that you have guidance and insight every step of the way.

our financial life planning process.

Foundation

Your financial life is a reflection of your values, goals, and needs. That’s why we begin by truly getting to know you. We take the time to understand not just the numbers but the heart behind them—how your money impacts your well-being, your purpose, and your future. This is where we lay the foundation for everything we do together.

Framework

With a genuine understanding of who you are and where you stand financially, we craft a financial framework and plan that is tailored to you. This blueprint is comprehensive, addressing every facet of your financial life—from investments and savings to charitable giving and legacy planning. Our goal is to ensure your finances are aligned with your life’s purpose while identifying areas that we can simplify and remove unnecessary stress. The plan goes beyond just managing your portfolio; it connects your financial decisions with what matters most to you.

Execution and Integration

With your personalized framework in place, we move into the execution phase, where we create a detailed action plan and put it into motion. This is an ongoing, evolving process. As life changes, so do your needs and priorities, which is why we consistently revisit your plan to ensure it stays aligned with your values and goals. We help you navigate trade-offs, adjust course when needed, and ensure that every financial decision reflects the balance that’s right for you.

our investment philosophy.

At Redeem Wealth, we believe successful investing isn’t about predicting market highs and lows—no one can do that. Instead, we focus on what we can control, like managing risk, minimizing costs, and limiting the taxes you pay. We hedge against what we can’t control, like the performance of any one particular company or country. We take a long-term view of the market, building portfolios designed to weather uncertainty while helping you reach your financial goals.

Rather than relying on market timing or stock picking, we weight our portfolios toward areas of the market that academic research shows have higher expected returns over time. It’s a strategic, evidence-based approach that’s backed by data, not speculation. This approach has historically outperformed the market as a whole. 

Our process is disciplined, repeatable, and aligned with your values. By combining research-driven insights with what matters most to you, we help you pursue your financial goals with confidence and clarity.

our tax philosophy.

our services.


Managing your taxes isn’t just about paying the least now; it’s about crafting a long-term strategy that supports your financial goals. That’s why we take an integrated approach, weaving tax planning directly into your holistic financial plan. It’s not just about the numbers—it’s about the bigger picture.

Here are some of the specific ways we strategically manage taxes to help you make the most of what you earn:

• Tax Projections: We help you manage cash flows for your personal and business finances.       

• Roth Conversions: Converting Your Pre-Tax retirement funds to tax-free Roth funds strategically 

• Tax Credits: Ensuring that you are leveraging every tax incentive you’re eligible for.

• Traditional vs. Roth Optimization: Finding the right balance in the way you're contributing to retirement.

• Deductions Over Time: Timing tax deductions to save you the most now and in years to come.

The Bottom Line is this: Having tax professionals who know you and craft strategies tailored to your situation in-house with your other trusted financial partners is key to reaching your goals and having the greatest impact possible.


  • Starting a Family

    Changing Careers

    Founding/Exiting a Company

    Sabbatical

    Retirement

  • Tax Strategy

    Retirement Distribution Strategy

    Debt Management

    Insurance

    Estate Planning

    Philanthropy

    Education

  • Asset Allocation

    Portfolio Management

    Stock Diversification

    Risk Management

    Tax Management/Asset Location

    Smart Rebalancing

    Charitable/Donor Advised Funds

  • Tax Planning

    Personal Tax Returns

    Corporate Tax Returns

    Partnership Returns

    Amended Returns

  • Multiple Advisors - Specializing in different aspects in your financial life: Financial Planner, Tax Advisor, Insurance Expert, Mortgage Consultant

    Dedicated Service Team - One call to our team for any of your needs.

    Internal Network of Trusted Experts - We work with experts in our Redeem Financial Group network.

    Client Community Education Events - Redeem Wealth loves being a part of your community. We hope you enjoy being part of ours! 

    Intergenerational Wealth Planning - Helping facilitate conversations with your family on how to continue to use your wealth for good.

    Education Workshops - Education is key to growth.