Wealth Management & Family Office Services

Red Lady Capital provides investment management services, customized to the unique financial objectives of each client. These services include, but are not limited to, the following:  

• Discretionary Portfolio Management - We provide continuous portfolio management and trading execution services for client portfolios. It is often provided in conjunction with financial planning or wealth management services.
• Goals-Based Financial Planning - Whether you are currently retired, planning for retirement or something else entirely, we will help you determine how to achieve those goals.
• Estate Planning - We work with your family attorney and preserve Intergenerational Equity, in order to maintain purchasing power of an investment portfolio or overall wealth. Planning for bequests and probate avoidance is also incorporated.
• Wealth Management & Family Office - In addition to comprehensive financial & estate planning, we provide tax assistance, bill-pay, RMD calculations, and more.