Why Is Red Door Wealth Management different?
We approach personalized financial services for our clients with the same care we would take for our own families.
Why do I need wealth management assistance?
Professional financial advisors design custom solutions that are tailored for you. From tax support to investing to retirement analysis, Red Door’s partnership with Cannon Wright Blount lets us provide you with a complete menu of financial services that other advisors may refer out to third-party agencies.
How is Red Door Wealth Management’s fee-only structure set up?
Traditional commissioned advisors might have a financial incentive to push certain products or make recommendations that serve their best interests, not yours. At Red Door, we don’t sell “products.” Our fee-only structure reduces potential conflicts of interest. We also don’t accept commissions or make money on transactional activity. No consultation with us is never “on the clock.”
OUR FIDUCIARY SERVICE REVOLVES AROUND YOU.
As a fiduciary, we are required to put your interests first. Many brokers at larger firms do not serve as a fiduciary and may have limited communication.
Not only will your Red Door Wealth Management advisor set up regular face-to-face meetings, we’ll keep in touch by sending you emails on important issues. We’ll also host educational events to help grow your familiarity with key financial, legal and other issues that may affect your financial well-being.
If you’re ready to talk together about your financial future, get in touch today.