The resources of a large firm, with the personal attention of a small practice.
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.
We are committed to the highest level of customer service and open communication.
We enjoy building trusted relationships that span generations.
Each area of your financial life, addressed by a specialist.
We are proud to partner with Makarios International.