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Mini rede charlottesville wealth stephen advisor 1
Rede Wealth
Charlottesville, VA

Steve McNaughton

Advice is our business and we’re REDEFINING the way our clients think about it. The future should INSPIRE not intimidate.
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Meet Steve

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Introduction - Steve McNaughton
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The Difference Between a Registered Investment Advisor and a Broker-Dealer - Stephen McNaughton
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How Do I Choose the Right Advisor? - Stephen McNaughton
Video Transcripts

Steve has over 17 years of investment industry experience. He has worked, as a producing Branch Manager, at one of the largest global wealth management firms in the world as well as a smaller more nationally-focused firm. He is originally from New York and graduated with a B.A. from the University of Virginia. He has also served on the boards of the Boys & Girls Clubs of Central Virginia and…

Steve has over 17 years of investment industry experience. He has worked, as a producing Branch Manager, at one of the largest global wealth management firms in the world as well as a smaller more nationally-focused firm. He is originally from New York and graduated with a B.A. from the University of Virginia. He has also served on the boards of the Boys & Girls Clubs of Central Virginia and Computers 4 Kids. He currently serves on the board of the Charlottesville Area Community Foundation. He is passionate about helping clients meet their financial goals by empowering them to take control of their financial world and create their own Investment Process and Plan.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
College Planning
Estate Planning
Socially Responsible Investing

Experience with

Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets

Education

Bachelors
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