Wealth Management & Family Office Services

Red Lady Capital is an independent, fee-only Registered Investment Adviser in Crested Butte, Colorado. We provide comprehensive wealth management solutions to individuals, families and small businesses. As long-time locals of the Gunnison Valley, we are uniquely qualified to serve the eccentric needs of like-minded Hip-Necks (hippies and rednecks). 

• Discretionary Portfolio Management - We provide continuous portfolio management and trading execution services for client portfolios. 
• Holistic Financial Planning - At every stage of life, we help our clients develop purpose and meaning with their assets.
• Tax Planning & Estate Planning - We work with  CPAs and family attorneys to reduce tax liabilities and preserve Intergenerational Equity, Planning for bequests and probate avoidance are always incorporated.