Broker Check

Experience the Difference 

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

Learn more

Do You Have a Plan

At Redfish Capital Management, 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.

Learn more

Commitment

We are committed to the highest level of customer service and open communication.

Learn more

Meet the Team

We enjoy building trusted relationships that span generations.


Learn more

Services

Each area of your financial life, addressed by a specialist.

Learn more

How We Give Back

We are proud to partner with Makarios International.

Learn more

Resources

 

Articles

 

Videos

 

Calculators

 

Presentations

Tell Us How We Can Help You Today

Name
Email
Phone
Message
Thank you! Oops!