Red Rock Wealth Management, LLC, a Las Vegas Financial Advisor

Red Rock Wealth Management, LLC is an SEC Registered Investment Advisor and Fee-Only financial planning Firm providing CERTIFIED FINANCIAL PLANNER ™ (CFP ®) and financial advisor services to individuals and families in Las Vegas, Henderson, Phoenix, and throughout the Southwest.

The Firm was founded in April of 2005 after Greg Phelps, CFP ®, CLU, AAMS, (the Firm's President & Financial Advisor) had spent 10 years in the financial services industry and came to the realization each firm he had worked for had their own agenda, which in most cases didn't align perfectly with the financial goals and objectives of his clients. There was (and is) a better way to provide financial services and investment management to individuals and families - a "client-centric" approach:

• NO HIDDEN COMMISSIONS OR FEES (FEE-ONLY COMPENSATION);
• A FIDUCIARY OBILIGATION PUTTING THE CLIENTS INTERESTS FIRST;
• INDEPENDENCE FROM ANY WALL STREET FIRM, INSURANCE, OR INVESTMENT COMPANY;
• FULL DISCLOSURE ENSURING NO CONFLICT OF INTEREST;

The Firm focuses every client interaction on its mission statement:

"We add value to our client’s lives by providing exceptional, comprehensive, and independent financial advice and planning services, exhibiting at all times the knowledge, experience, and integrity necessary to create a substantial and positive financial effect for our clients"

We're true consultants to our clients from the initial stages of investment management and financial planning, through the implementation of their custom tailored financial and retirement plan and investment strategies, and subsequently for their financial plan's monitoring and investment portfolio re-balancing. We become our client’s primary financial advisor for all aspects of their financial lives, because the relationships we forge with our clients last a lifetime.

To schedule an initial consultation click here.