Services

Redemptive Wealth Management offers a customized approach to financial wellness with the goal of maximizing financial returns and reaching your personal goals.

What we offer:

- Assess risk tolerance and investment goals.

- Asset allocation and risk modeling.

- Financial planning and goal-setting.

- Legal, tax, and estate advisor coordination.

- Portfolio tax and accounting management.

- Investment performance and risk reporting.

- Social responsibility and impact investment opportunities.

- Small business consulting and support.

- Trusted confidentiality and security.

- Highest integrity and ethical practice in all services.

Privacy Policy

OUR CONTINUING PRIVACY COMMITMENT TO YOU

As you may be aware, federal privacy laws require that we explain to you how we handle “nonpublic personal information.” This is information that, in the course of our relationship with you, we receive or develop about you. It includes information you provide to us orally or on applications or other forms, as well as information we develop about you in the course of providing our services to you, such as the amount and type of your assets that we manage and transactions we place on your behalf.

As a general rule, we do not disclose nonpublic information to others. In order to provide investment management services to you, we rely on certain third parties for services. These third parties may include alternative asset administrators, custodians, accountants, attorneys, auditors, and prime brokers who, in the ordinary course of providing their services to us, may require access to information containing your nonpublic personal information. In addition, we may disclose your nonpublic personal information to others with your consent, where required by law or judicial process (such as a court order), or otherwise to the extent permitted under the federal privacy laws. It is our policy that, where we are not comfortable that a service provider is already bound by duties of confidentiality (e.g., attorneys and auditors), we will require contractual assurances that they will maintain the confidentiality of any of your information and will use the information only for purposes for which it is disclosed to them.

We also restrict access to your nonpublic personal information among our own personnel. Only those who need the information in order to help us provide investment advisory services to you have access. We maintain electronic, physical, and procedural safeguards to prevent unauthorized disclosure of such information.

Redemptive Wealth Management, LLC is committed to providing the highest quality of financial services and is equally committed to safeguarding your privacy and confidentiality. Information about you is necessary for us to administer your accounts, but we have implemented procedures that we believe are reasonably designed to protect the security and confidentiality of your information.

Call us at (918) 499-0024 or email us at cjeske@redemptivewealth.com if you would like any additional information.

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