We’re Retirement Transition Financial Advisors in Las Vegas

We work with people in the retirement transition and decumulation phase of life. It’s where we add the most financial value, and fortunately it’s what we love to do!

As the only CEFEX certified fiduciary in Las Vegas, we work with clients on a fee-only financial planning and investment management basis. We’re a smaller “boutique” style firm, but you’d never know it!

We have all of the retirement & financial planning capabilities those big stodgy brokerage firms do. Being small simply allows us to focus with laser precision on delivering you a client-focused and results-driven experience!

Learn More About Us Here

Our clients tend to seek out expert and experienced financial advice for things like:

 

  • Social Security timing, delaying, and claiming decisions
  • Tax-efficient coordination of investment assets across various types of accounts
  • How best to spend down taxable, tax-deferred, and tax-free accounts
  • Multi-bucket Roth conversions to slash income taxes and minimize the widow tax
  • Knowing how they can retire, when they can retire, and if they actually have enough money
  • Understanding and planning for catastrophic long-term medical expenses
  • Strategizing the ultimate backup retirement financing
  • and much, much more!

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Things Are Quite Different At Redrock

Independent financial advisors in Las Vegas

As independent financial advisors we work for you… not some big brokerage or insurance firm.

Fiduciary financial advisors in Las Vegas

We’re fiduciary financial advisors and have embraced that responsibility since we opened our doors in 2005.

Experienced financial advisors in Las Veags

We’ve been around the block, and you won’t find many advisors in Las Vegas with our extensive experience.

Fee-only financial advisors in Las Vegas

We’re fee-only advisors NOT fee-based advisors (which means your broker accepts fees and commissions).

Need Help Investing?

We’re an Accredited Investment Fiduciary® in Las Vegas. We’re bound to put our client’s interests above our own at all times. We never accept any commissions, perks, or benefits from outside companies to pitch you investment or insurance products. Rather, we work for you!

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Need A Real Financial Plan?

Other “financial advisors” disguise a high-pressure sales pitch as a watered down financial plan. Our financial planning process helps you reach your financial goals which take both money and planning to achieve.

Let's Start My Financial Plan

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Home April 2, 2016

Summerlin

Redrock Wealth Management
9484 W Flamingo Rd #205
Las Vegas, NV 89147
(702) 987-1607

Green Valley

Redrock Wealth Management
1489 W Warm Springs Rd #110
Henderson, NV 89014
(702) 939-4920

Let’s Connect!