Redefine
relevant.
Rede Wealth Opens in Charlotttesville, VA
Jan 19, 2015
Charlottesville, January 16, 2015 – We are pleased to announce the formation of Rede Wealth LLC (”Rede Wealth”).
We chose the name Rede Wealth because it perfectly describes our mission of providing helpful advice, continuous consult to our clients, and ready access to our wealth of knowledge that aids clients in their financial journey.
rede
/rēd/
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- noun
Advice or counsel given by one person to another.“What is your rede?” - verb
Advise (someone).“Therefore, my son, I rede thee stay at home.”
- noun
We exist because of our clients and they are our sole focus. We are passionate about educating them and helping to develop an investment process. An investment process enables them to take control of their financial world and create a future that meets their expectations. The foundation for our client relationships can be found in our Investment Process & Philosophy; it’s an instruction manual, intended to give them a better understanding of our Process & Philosophy. It has been developed with the benefit of our investment experience and analysis.
Our process is not fixed and requires client input to be effective. The best planned process is worthless if it doesn’t meet the needs of a client, they don’t understand it or worse yet, aren’t comfortable with it. We can provide the building blocks, but they must provide needed context…. We work with them to make this document theirs. We believe our clients deserve a custom process forged by a great relationship with us.
It’s never too late to create an Investment Process for your financial journey. We love helping to position individuals to meet their investment goals. Rede Wealth provides advice on a fee-only basis which helps us maintain objectivity and provide high quality advice while minimizing potential conflicts of interest.
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Notes to editors:
Rede Wealth is an independent wealth management firm, based in Charlottesville, VA. Its advisors have over 100 years of combined financial experience and are dedicated to educating clients about the investment world while providing clear, objective advice.
This press release is issued by Rede Wealth to members of the financial press and media.