More Than Advisors.
True Decision Partners.
Traditional firms stop at asset management. We’re built for the bigger picture.
Traditional firms stop at asset management.
We’re built for the bigger picture.
Wealth gets complicated
fast.
Financial success creates endless decisions. Tax moves, investment timing, estate structures—each choice affects the others. You need a decision partner who thinks three steps ahead and owns the outcome.
Why Families Choose Redbud
You're not like everyone else
Wealth creators rarely get where they are by simply earning a paycheck or investing in diversified portfolios. Maybe you built a business, crushed it in real estate, or had the Midas touch in venture investing. Whatever your edge, you’re a terrible prospect for conventional wealth managers.
They don’t know what to do with you. Their playbook—gather assets, buy stocks and bonds, charge a percentage—doesn’t account for the complexity success brings. So you’re stuck managing everything else alone: administration, reporting, taxes, estate planning, and endless coordination.
We saw the Gap. We filled it.
We saw the Gap.
We filled it.
What’s missing is a trusted decision partner who sees the whole picture. That’s where we come in.
We built Redbud specifically for families like yours—families who need comprehensive wealth management but don’t fit the traditional AUM model.
What we do differently
- No products to sell – Just objective advice
- Everything talks to everything – Tax, investments, and estates aligned
- Been there, done that – With dozens of families like yours
- We know what matters – Your values drive every decision
The Result?
We turn complexity into clarity so you can focus on what matters most.
Because you’re not conventional. And neither are we.
Our Differentiators
What other firms can’t deliver.
Objective Decision Partners
We’re the thinking partner in your corner when complex decisions hit your desk. No bias, no agenda—just experienced guidance to help you choose what’s right for your family.
Data Synthesizers
We turn scattered financial chaos into one clear picture. Real-time reporting shows you exactly where you stand across every account, entity, and investment.
Deep Tax Strategists
Most advisors see taxes as someone else’s problem. We see them as leverage—reducing what you pay means more staying in your pocket to grow, give, or enjoy.
Who We Work With
Is Redbud the right partner for you?
Entrepreneurs, Investors, and Families Who View Wealth as a Tool for Impact
Our clients are business owners and investors with $30M–$500M in net worth. They’ve built something meaningful and value family, faith, and impact over status. Confident in running their businesses or investments, they know when to delegate to a trusted partner.
Some have never worked with a financial advisor. Others already have a team.
They face complexity—business exits, estate taxes, multiple entities, and private investments. Some are new to working with an advisor, others already have CPAs, attorneys, or managers. We don’t replace those professionals—we coordinate with them. Redbud provides the structure, perspective, and collaboration that lets clients focus on what matters most while we manage the complexity.
Why Our Clients Stay
Stories from the Redbud family
