Who We Are
Redrock Wealth Management was established in 2005 by Greg Phelps, CFP, AIF, CLU, AAMS. Driven by a dissatisfaction with the traditional, commission-driven financial planning model, Greg created Redrock with a commitment to provide clients with unbiased, fee-only financial and retirement planning. We prioritize comprehensive wealth management, working as trusted partners to help clients achieve their financial goals and live their dreams.
What We Do
Redrock Wealth Management offers a comprehensive array of financial services, including:
- Retirement planning: Maximizing retirement accounts, minimizing taxes, and crafting a sustainable distribution strategy for a comfortable post-career life.
- Investment planning: Developing a personalized investment portfolio aligned with your unique goals and risk tolerance.
- Estate planning: Crafting personalized estate documents like wills, trusts, and power of attorney to ensure your assets are protected.
- Tax planning: Identifying and mitigating tax liabilities through strategic planning and optimized investments.
- Insurance planning: Assessing your coverage needs and recommending appropriate plans to safeguard your financial security.
Our Approach
At Redrock Wealth Management, we prioritize a fiduciary approach, ensuring transparency and accountability in everything we do. This means:
- Fee-only: We are compensated only by our clients, eliminating any potential conflicts of interest.
- Independent: We are not beholden to any large institutions or financial products.
- Client-centric: We prioritize understanding your unique goals and anxieties to provide tailored solutions.
- Results-driven: We are committed to measuring and improving your financial health over time.
Why Choose Redrock Wealth Management?
With over 50 years of combined experience, our team of certified financial planners has the expertise and resources to help you achieve:
- Financial security: Create a solid financial foundation to weather life's unexpected events.
- Retirement readiness: Ensure you have enough savings and investments for a comfortable and secure post-career life.
- Peace of mind: Gain clarity and control over your financial future, knowing you have a trusted advisor by your side.
About Redrock Wealth Management
Redrock Wealth Management is a financial advisory firm that has received rave reviews from its clients. The firm's team of experts, led by Greg, has been praised for their knowledge, helpfulness, and commitment to providing honest and unbiased advice.
Advisors' Expertise and Approach
The advisors at Redrock Wealth Management are described as knowledgeable, thorough, and dedicated to helping clients achieve their financial goals. They take a comprehensive approach, considering every aspect of a client's financial situation, and provide personalized advice without any high-pressure sales pitches.
Client Experience
Clients have expressed their gratitude for the firm's unique approach, which focuses on understanding their needs and concerns. The advisors are praised for their patience, accessibility, and ability to break down complex financial concepts into simple, easy-to-understand language.
Benefits and Results
By working with Redrock Wealth Management, clients have reported feeling more confident and secure about their financial future. They appreciate the firm's commitment to their best interests and the fact that they don't sell any products or services. As a result, clients have been able to make informed decisions about their investments and achieve their financial goals.
Be the first to review Redrock Wealth Management.
Write a Review
