Wealth Management & Family Office
Wealth with Purpose
We partner with families, founders, and visionaries who see wealth as a force for good. We unite faith, family, and finance to create a future where capital restores, builds, and multiplies purpose.
why we exist
To Redeem How the World Thinks about wealth
Because money stewarded with wisdom changes more than portfolios –
it changes people, families, and generations.
What WE SOLVE
How You Invest Will Shape Society & History
How you invest today shapes the world your children inherit tomorrow.
Capital is not neutral. Every dollar you invest directs influence, resources, and cultural power toward specific people, values, and outcomes. The companies you fund today shape the technologies your children use, the cultural norms they grow up with, and the practices businesses adopt across the world. In a time where capital drives nearly every major societal trend, your investment decisions are not just financial they are formative.
At Redemptive Wealth, we take this responsibility seriously. We help you allocate capital intentionally, supporting businesses that reflect biblical values and human dignity, while refusing to fund industries that erode the moral, social, or spiritual fabric of society.
Your wealth fully aligned with your vision.
WHAT WE PROVIDE
Guiding Your Finances with Integrity and Wisdom
Redemptive Wealth Management offers a holistic, values-aligned approach to financial wellness—helping you steward wealth with clarity, purpose, and long-term confidence so your resources support the life and legacy you’re called to build.
Financial Planning
Investment Management
Risk & Insurance Management
Tax Strategies & Optimization
Estate & Legacy Planning
Financial Planning
Your financial life is bigger than numbers — it’s the engine that supports your family, your vision, and the decisions that shape your future. We provide comprehensive, forward-looking planning that brings clarity to complexity and helps you steward every area of life with intention.
- Cash Flow & Retirement Strategy — Sustainable, structured planning for every season of life.
- Goal & Life Alignment — Ensuring financial decisions support your values, priorities, and long-term vision.
- Scenario Modeling — Stress testing life transitions, opportunities, and potential risk points.
Investment Management
We design portfolios that reflect both your financial objectives and your personal convictions. Through disciplined research, diversified structures, and values-aligned analysis, we help you grow wealth with integrity, excellence, and long-term confidence.
- Values-Aligned Portfolios — Investments screened for purpose, conviction, and long-term opportunity.
- Institutional-Caliber Strategy — Evidence-based allocation, ongoing monitoring, and disciplined rebalancing.
- Customized to Your Life — Tailored to your goals, time horizon, liquidity needs, and risk profile.
Risk & Insurance Management
Your wealth deserves protection. We evaluate your entire financial landscape to ensure your family, assets, and future are shielded from preventable risks — offering clarity around what to insure, what to self-insure, and how to minimize exposure.
- Comprehensive Coverage Review — Analysis of life, disability, property, liability, and business policies.
- Gap Identification & Optimization — Ensuring the right protection without unnecessary complexity or cost.
- Long-Term Risk Planning — Strategies that safeguard income, family stability, and generational security.
Tax Strategies & Optimization
Taxes impact every financial decision. Our team integrates tax strategy into your planning and investments — helping you keep more of what you earn through proactive, year-round optimization and coordination with your CPA and advisors.
- Tax-Efficient Portfolio Design — Minimizing drag and maximizing after-tax returns.
- Strategic Planning — Roth conversions, charitable giving strategies, business entity structuring, and income smoothing.
- Professional Coordination — Collaborating with your CPA, attorneys, and key advisors for unified execution.
Estate & Legacy Planning
Your legacy is more than an inheritance — it’s the values, vision, and opportunities you pass on. We help you structure your estate with clarity and intentionality, ensuring that what you’ve built continues to support the people and purposes you care about most.
- Estate Structure Review — Wills, trusts, beneficiary coordination, and lifetime gifting strategies.
- Legacy Design — Helping families define and pass on purpose, principles, and priorities.
- Philanthropy & Giving Plans — Charitable strategies that maximize impact and tax efficiency.
Schedule a conversation
Whether you’re seeking guidance on investments, advice on protecting your assets, or are simply looking for proactive counsel, our team is here to help.
Who we serve
Private Wealth Management
We help high-net-worth individuals such as business owners, athletes, families, investors and faith-driven leaders manage, grow, and protect their wealth with a structured yet flexible approach. From investment management to retirement readiness and beyond, we act as a financial quarterback: aligning all aspects of wealth management so clients can focus on what matters most.
Redemptive Family Office
Our boutique family office model provides comprehensive oversight for families with significant wealth, without the cost or complexity of running a private office. We coordinate governance, trusts, investments, and philanthropic strategies, while also supporting multi-generational continuity and mission-driven legacy planning.
Endowments and Foundations
We partner with endowments, foundations, and other nonprofits to deliver disciplined investment management and governance support. Through our Outsourced CIO (OCIO) model, we serve as fiduciary co-partners, guiding boards, refining investment policies, and aligning portfolios with mission objectives.
The Redemptive Difference
Alignment
PERFORMANCE
Institutional-quality investing and disciplined execution for long-term results.
PLANNING
Connecting every part of your financial world into one cohesive strategy.
PURPOSE
Aligning your wealth with what matters most.
Institutional-quality investing and disciplined execution for long-term results.
Institutional-quality investing and disciplined execution for long-term results.
Aligning your wealth with what matters most.
Redemptive Framework
01.
PURPOSE
Wealth aligned with what matters most. Grow wealth in the direction of your values. We align your financial life with your convictions and the future you want to build.
02.
PLANNING
Holistic, life centered strategy built around you. Wealth touches every major decision, yet few people have a cohesive plan. We integrate your family, business, tax, goals, and future into one clear, unified roadmap.
03.
PERFORMANCE
Institutional excellence with boutique care. We combine values-driven guidance, disciplined management, co- ordinated expertise, and proactive oversight so your wealth grows responsibly and sustainably.
The Redemptive difference
Our team of seasoned and specialized wealth management professionals works collaboratively to oversee every part of your financial life, including assets, debt, risk, taxation, and wealth transfer.
Transparent
We operate with honesty and integrity, so you always know what to expect from us. Trust is the key to success and we strive to build upon that while keeping our focus on your goals.
Diligent
Our financial planning and investment management processes are highly structured so that all factors facing investors are fully vetted and considered when selecting appropriate strategies.
Proactive
We take risk management seriously, striving to assist our clients in prudently addressing the various risks facing investors including, principal, longevity, purchasing power, and volatility.
Connected
We build strong working relationships through open communication and commitment. Our goal is to create a lasting partnership with you and your family over market cycles and generations.
Get the Clarity You’ve Been Missing in Your Finances
In 7 days, you’ll have a step-by-step plan to build wealth intentionally — completely free.
Impact that Multiplies Good
At Redemptive Wealth, generosity is built into our business model. We commit 25–50% of our net profits to the Redemptive Foundation, which deploys capital into sustainable, impact-driven initiatives that strengthen families, communities, and gospel-centered work around the world.
Instead of one-time charity, the Foundation uses impact investing funding ventures and ministries that create long-term change and recycle capital again and again.
When you partner with us, your wealth grows and our ability to invest in redemptive work grows with it. Your success multiplies impact.