Redeem Wealth Management

Overview

Redeem Wealth Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its advisory menu also includes pension consulting, selecting sub‑advisers, and educational seminars and workshops. Redeem offers a mix of fee arrangements — percentage of assets under management, hourly billing, subscription fees and fixed fees — and is identified as a capital allocator that places client capital with third‑party managers. The firm additionally lists accounting and insurance company affiliations in its business activities. Redeem does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives