Financial Advisors
· Charlottesville, VA
Published in partnership with Rede Wealth
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Rede Wealth is an independent wealth management firm in Charlottesville, Virginia that takes a holistic, values-based approach to financial planning. They specialize in helping clients define what wealth truly means to them—whether that's supporting family, starting a business, or leaving a legacy—and build customized strategies that evolve with life's transitions. With deep expertise in guiding clients through major life changes like divorce, loss, and retirement, Rede Wealth combines personalized investment management with ongoing education and insurance planning.
Best for: Clients navigating major life transitions, individuals seeking values-aligned wealth management, people who want personalized rather than cookie-cutter financial strategies, those seeking education alongside investment management
Service area: Charlottesville, Virginia and surrounding areas
Values-Based Wealth Definition: Rede Wealth helps clients first define what wealth means to them personally before building a strategy, ensuring financial decisions align with individual values and life goals rather than following a one-size-fits-all approach.
Life Transition Expertise: The firm specializes in guiding clients through major life changes including divorce, death of a partner, retirement, and other transitions, offering resources like their 'Unexpectedly Solo Guide' for those navigating significant life events.
Flexible Service Model: Clients can choose their level of involvement—from ongoing education and guidance to fully hands-off portfolio management—giving them control over how much or how little they want to be involved in investment decisions.
Book online: Book Online Now →
Phone: (434) 974-3500
Address: 600 Peter Jefferson Pkwy, Charlottesville, VA 22911 (Get directions)
Website: redewealth.com/