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Please note that our offices will be closed on Wednesday, June 19th in observance of the Juneteenth holiday. Normal business hours will resume on Thursday, June 20th.

Redding, CA

434 Redcliff Drive
Suite A
Redding, CA 96002
Hours: 7am - 4pm, M-Th; 7am - 2pm, Fri

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9

About Our Redding Location

Meet Kent and Robert! Our team of fiduciary financial advisors in Redding, California, has more than 50 years of collective industry experience and are dedicated to providing customized and comprehensive wealth management services to individuals and families throughout Northern California. We operate with a commitment to putting your needs first, ensuring that the strategies and recommendations we make are with your best interests in mind.

Visit us on Redcliff Drive (between Interstate 5 and the Sacramento River) to experience the expertise and personalized service that our Redding financial planners have to offer. We look forward to helping you reach your financial goals!

Meet Our Financial Advisory Team

Latest Insights

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09/30/2024

SECURE 2.0 Update: Looking Ahead

Some provisions of SECURE 2.0 have already taken effect, and more will become effective soon.

09/24/2024

Alternative Investments: The Need-to-Knows

Investing is no longer just about stocks, bonds, and mutual funds. Enter the world of alternative investments.

08/30/2024

What's Going On in Washington?

Exploring current ERISA and DOL areas of interest In a significant move by the Department of

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