Learn The Best Investments With Expert Advisors
We believe in transparency, client-centricity, and a proven track record of success. Ready to take the first step towards financial security and growth? Contact us today for a personalized consultation that aligns with your financial aspirations.
WHY CHOOSE US?
Your Financial Quarterback For Investment Needs
With a rich history of expertise and a commitment to your financial well-being, our seasoned team is dedicated to crafting investment strategies uniquely tailored to your goals. We stand for transparency, integrity, and unwavering client focus. Our mission is to empower you with the knowledge and strategies necessary to make informed financial decisions and build a secure future.
The Best Service We Offer
Our services encompass comprehensive financial planning, personalized investment strategies, and ongoing portfolio management.
Our process starts by conducting a comprehensive financial assessment to understand your goals, risk tolerance, and current financial situation. We then create a personalized financial plan that outlines clear steps to help you achieve your objectives, whether it's retirement planning, saving for education, or wealth accumulation.
We conduct in-depth risk assessments to understand your risk appetite and tolerance. Then we design an investment strategy that is risk appropriate to help mitigate risks while aiming for optimal returns. We continually monitor your portfolio to adapt to changing market conditions and keep risks in check.
Our team conducts thorough market research and analysis, staying up-to-date with economic trends, industry developments, and market conditions. This information informs our investment decisions, helping us identify opportunities and make informed adjustments to your portfolio.
We offer tax-efficient investment strategies to help minimize your tax liability. This includes optimizing investments in tax-advantaged accounts, considering capital gains implications, and implementing strategies to maximize after-tax returns.
Meet Our Expert Advisor
Our advisors stay up-to-date with the latest market trends and economic developments to ensure that your portfolio remains adaptive and responsive to changes. Trust in the expertise and dedication of our team as we partner with you on your journey towards financial prosperity.
There is no fixed minimum investment at ReDefined Wealth Advisors. We believe in providing financial guidance to clients at all levels. Whether you're just starting to invest or have a substantial portfolio, we tailor our services to meet your specific needs and financial goals.
Answer: We are committed to transparency in our fee structure. Our fees are typically based on a percentage of assets under management (AUM), and this fee will be clearly outlined in our agreement. However, depending on the size of the assets, you may not be eligible for AUM at which we have other options available more on a consulting basis for a fee which will be clearly outlined in our agreement. There are no hidden fees. We believe in full disclosure, ensuring you know exactly what you're paying for our expert guidance.
We provide regular performance reports on a schedule that suits your preferences, typically quarterly or annually. Additionally, you can access your portfolio's performance at any time through our secure online portal. We believe in keeping you informed so you can track your progress towards your financial goals with confidence.
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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and ReDefined Wealth Management are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. William Christopher Arnold is an investment advisor representative and is held to the fiduciary standard for all advisory services.