The comprehensive financial plans and strategies we develop for our clients often involve working with other professionals as a team dedicated to our clients' success. We have strong relationships with attorneys, CPAs, insurance agents and other professionals to bring the best of their expertise and ours to the table. Sometimes, our clients ask us to refer them to professionals in whom we have confidence. Sometimes, there are professionals with whom our clients already have relationships. Either way, Redpoint Wealth is committed to working as a team and are always amenable to establishing new professional relationships that best serve our clients.
