PERSONALIZING INVESTMENT ADVICE
Let’s talk about how a changing world can improve your investing outcome
IMAGINING YOUR FAMILY'S FUTURE
Let’s talk about how a changing world can improve your vision of your family’s future
REDEFINING THE FAMILY OFFICE
Let’s talk about how a changing world can improve your family’s quality of life
With a history that began over 40 years ago, we know that personalized advice is what works best. How can we help you realize your goals?
I’d like a second opinion on my investment strategy. Am I investing to my full potential?
Are my investments coordinated with my tax and estate planning and insurance?
Are there creative ways to improve my family’s quality of life?
Successful and engaged business owner faces retirement.
Business-building entrepreneur embraces his pay day.
Hard-charger loves to work and doesn't want to stop.
Red Hook advises on every component of financial health - we know that each family is a unique combination of history, needs and goals.
Reviews all family assets from the bottom up, everything from stocks and bonds to 401Ks, real estate and private investments
Coordinates of investments with tax and estate planning to minimize annual taxes and maximize family inheritance
Assesses insurance needs based on your unique financial picture to provide the best protection from the unknown
What could help improve your quality of life?
Our mission is to give the best possible advice to our clients at the most reasonable cost.
Clients are charged a percentage of the assets that Red Hook manages on an ongoing basis.
Clients may benefit from a 30 to 60 day analysis of their situation for a onetime consulting fee.
For some clients, a flat fee can be the simplest and least expensive way to get the advice you need. Are you the right client?
Chief Investment Officer
Vice President of Client Services