Family at a Beach

EXPERIENCE THE DIFFERENCE 

The resources of a large firm, with the personal attention of a small practice.

ABOUT US

At Redfish Capital we are 100% committed to the highest level of personal customer service and open communication. Every client will have a comprehensive financial plan based on their needs and goals. We will do our utmost to earn your confidence that it is invested wisely, that it is faithfully monitored, and scrutinized on a steady basis to confirm we are on track towards meeting our stated objectives.

Our goal is to develop a personal relationship with every client based on the highest level of client service and earned trust, where all clients have clearly defined financial goals and a realistic avenue to achieve those goals with consistent communication, and monitoring to work towards their success.

Financial Consultation
Ocean

OUR CORE PHILOSOPHY

Guidance

Provide an individual strategic design for every client that will serve as the foundation for all wealth building and wealth distribution phases of life.

Strategy

All investment strategies will be based on sound risk management principles.

Support

Realize that attention to all forms of risk is paramount to proper asset management.

Planning

Every client will have updated written instructions on how they plan to pass along all business and personal assets to heirs.

Evaluation

Tax management is essential to the oversight and evaluation of assets.

Accountant at Work

HOW WE WORK TOGETHER

At Redfish Capital, we understand the many concerns individuals and families face as they prepare for their financial future whether that is five or fifteen years away. With proper planning, we help clients feel confident about that future and their ability to pursue their vision of a comfortable life in retirement. Through our individualized approach, we develop customized strategies that address the client’s individual needs and goals.

Retirement is a significant milestone in one’s life. Just like your fingerprints, every client’s financial plan should be unique to that individual. Where most firms have a one size fits all approach, we tailor a comprehensive financial plan based on your needs and goals. Every client will have a personalized financial plan based on their own needs and goals.

Handshake
THE REDFISH DIFFERENCE
At Redfish Capital we are committed to the highest level of customer service and open communication.Every client will have a personalized financial plan based on their unique set of needs and goals. We take a team approach, surrounding you with specialists. We will do our utmost to earn your confidence that is invested wisely, that is faithfully monitored, and scrutinized on a steady basis to confirm that we are on track in meeting those stated objectives.
- That's our commitment to you

OUR SERVICES

  • Financial Planning
  • Investments
  • Taxes
  • Life Insurance
  • Home and Auto Insurance
  • Wills 
  • Powers of Attorney

Each area of your financial life is addressed by a specialist. After scrutinizing every aspect of your financial thumbprint, we come together as a team and personally design a comprehensive financial plan that is tailored just for you. We are your Redfish Capital Management Team. One client – multiple specialists.

Done Deal
Accountant

TOOLS

GLOSSARY

Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need.

TAX RESOURCES

Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information.

CALCULATORS

Our collection of calculators is a great starting point if you have a question or concern about your personal finances. Click on a calculator to begin.

Working on Laptop

HELPFUL RESOURCES

Managing your money involves more than simply making and following a budget and we've got the tools to help. 

  • Tax Help

  • Videos

  • Glossary

  • Calculators 

  • Downloads


 

Hurricane Map

The market is as unpredictable as the weather. We’d love to help you prepare. 

We are here to assist. Get started on your free consultation.