I’d like a second opinion on my investment strategy. Am I investing to my full potential?
HOW DOES RED HOOK ADVISE ITS FAMILIES?
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 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
FEE TRANSPARENCY
Our mission is to give the best possible advice to our clients at the most reasonable cost.
Asset Management
Clients are charged a percentage of the assets that Red Hook manages on an ongoing basis.
Consulting
Clients may benefit from a 30 to 60 day analysis of their situation for a onetime consulting fee.
Flat 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?
