DENVER--(BUSINESS WIRE)--ReDefine Wealth Management today announced the official commencement of operations. Co-founded in 2017 by 20-year financial services industry veteran Jason F. Inglis, ReDefine Wealth Management LLC is a privately-held boutique SEC-Registered Investment Advisor (RIA) located in Denver, Colorado.
The firm’s co-founder is not shy about what they are trying to accomplish. “The financial services industry is innovative in many ways and stagnant in others,” said Mr. Inglis. “For example, some of the most broadly embraced investment theories regarding risk are in desperate need of enhancement, and in certain cases, need to be totally redefined. We chose the company’s name to send a message to the industry and to our clients.”
ReDefine Wealth Management is dedicated to providing individuals, families, and institutions a wide array of comprehensive investment, wealth, and risk management solutions, as well as sophisticated planning services such as wealth, financial, retirement, tax, estate, and multi-generational transfer planning. Their stated mission is to “Redefine Risk to Protect and Grow Wealth.”
Mr. Inglis has a unique perspective on the industry he is attempting to redefine, having served the retail, wholesale, and institutional marketplaces. An accomplished Senior Level Professional with extensive experience and a proven track record in the industry, he is adept at growing new business, developing and servicing a diverse client base, and marketing a comprehensive product lineup, including: Mutual Funds, Separately Managed Accounts, ETFs, Closed-End Funds, Hedge Funds, Private Equity and other Alternative Investments, to RIAs, Independent Broker Dealers, Wirehouses, Family Offices and Fund-of-Fund Operators.
“I have had the incredible fortune to be at the right place, at the right time, with (arguably) the right skill set. Not once, but numerous times during my career,” opined Mr. Inglis. “I truly believe that the timing of our launch is ideal. Volatility is going to come back with a vengeance and our goal is to help clients truly understand their risks.”
About ReDefine Wealth Management
ReDefine Wealth Management is a privately-held boutique SEC-Registered Investment Advisor located in Denver, Colorado. Founded in 2017, RWM is dedicated to providing individuals, families, and institutions a wide array of comprehensive investment, wealth, and risk management solutions, as well as sophisticated planning services such as wealth, financial, retirement, tax, estate, and multi-generational transfer planning. For more information, go to ReDefineWealthManagement.com.