Las Vegas Financial Advisor
REDROCK WEALTH MANAGEMENT, LLC is a Registered Investment Advisor and Fee Only financial planning firm in Las Vegas & Henderson, Nevada. We provide CERTIFIED FINANCIAL PLANNER ™ (CFP ®) and financial advisor services to a select group of financially secure individuals and families in the Las Vegas area.
The firm was founded in 2005 by the firm’s President & Financial Advisor Greg Phelps, CFP ®, CLU®, AAMS®. Greg had spent 10 years in the financial industry and felt there was a better – more “Client-Centric” – approach to helping clients achieve their financial and investment management goals:
- No hidden commissions or fees – Provide clients pure conflict-free fee only financial advice
- No fee based financial advisor services – A combination of fees and commissions only creates advisor conflicts of interest and lack of clarity for clients
- Fiduciary advisor services – Only the highest standard of care – a fiduciary standard – will be adhered to
- Independent financial advice – Provide financial advisor services free from any Wall Street insurance or investment firm influence to ensure objectivity
- Full disclosure – Create a conflict-free environment in which to deliver clients excellent planning services
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, 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 relationship we forge together should last a lifetime.
