Are you on target to reach your retirement goals? Are your children's education needs adequately funded? If you are looking for a blend of personalized financial solution and expertise, you come to the right place. We offer high quality and low cost investment strateigies to help you grow and preserve your wealth.
You have specific needs and goals so off-the-shelf solutions are likely to fall short for you. What you need is a comprehensive and unbiased approach to your financial situation. We offer investment advices on everything from investment basics to college funding and retirement distributions, taking the time to educate our clients along the way so they can feel comfortable with their money management strategy. We provide:
Wealth Management ,
Business Consulting for individuals, families, foundations and endowments.
Red Meadow is a Colorado State Registered Fee Only Investment Advisor Firm. We are not broker/dealers. Our compensations are fee based, not commission based. Our fees are reasonable and fully disclosed in advance. While we provide investment advice to our clients, we do not take custody of clients' funds. What make us different is that our business model is designed to give you more control of your money. We believe when you have control of your money, you have control of your destiny.
Our Chief Investment Officer, Helen Raleigh, not only has more than 14 years financial service industry experience, but also has the prestigious investment industry designation, CFA (Chartered Financial Analyst).