Broker Check

HOW CAN WE HELP?

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?

Let us help

I'd like a second opinion on my investment strategy. How am I doing?

Learn more

Are my investments coordinated with my tax/estate planning and insurance?

Learn more

Are there creative ways to improve, or thoughtful ways spend to better the quality of family’s life?

Learn more

WHAT WE HAVE DONE FOR OTHERS

Successful and engaged business owner faces retirement.

READ MORE

Business-building entrepreneur embraces his pay day.

READ MORE

Hard-charger loves to work and doesn't want to stop.

READ MORE

HOW DOES RED HOOK ADVISE ITS FAMILIES?

Red Hook advises broadly--but each family is unique in its experiences, history, and needs.

Reviews all family assets from the bottom up, everything from stocks and bonds to 401Ks, real estate and private investments

Coordination of investments with tax and estate planning to minimize annual taxes and maximize family inheritance

Complete review of existing and needed insurance to provide protection from the unknown

Let's Discuss

RED HOOK IS REDEFINING THE FAMILY OFFICE TO MEET SPECIFIC FAMILY NEEDS

What could help improve your quality of life?


Let's Talk About The Benefits Of Sustained Charitable Giving

Let's Talk About Why Concierge or Executive Health Care Makes Sense

Let's Talk About Why It's Important To Explore Eldercare Now

Let's Discuss

FEE TRANSPARENCY

We serve our clients in many different ways, and we always minimize conflicts of interest. Ask us how we do that.

Assets 

Clients are charged a percentage of the assets that Red Hook manages on an ongoing basis.


Consulting

Some clients have benefited from a 30-60 day analysis of their situation for a onetime consulting fee.

Flat Fee

For some clients, a flat fee can be the fastest- and sometimes least expensive way to get the advice you need. Are you the right client?

Learn More

MEET OUR TEAM OF EXPERTS

COME VISIT OUR OFFICE