April 8, 2026
Q2 2026 Market Outlook: Navigating Elevated Valuations
Our investment committee shares their assessment of current equity market conditions and positioning recommendations for the quarter ahead.
Read More →Established 2011
Redmark Capital Group delivers personalized wealth management and strategic advisory services to individuals, families, and institutions across North America.
Who We Are
Founded in 2011, Redmark Capital Group was built on a simple principle: financial advice should be transparent, conflict-free, and aligned entirely with our clients' best interests.
As a registered investment advisory firm, we operate as fiduciaries, meaning we are legally and ethically bound to act in your best interest. Our team of credentialed professionals brings decades of combined experience in portfolio management, tax planning, estate strategy, and institutional consulting.
Headquartered in Charlotte, North Carolina, with advisory offices in New York and Chicago, we serve high-net-worth individuals, multi-generational families, corporate retirement plans, and nonprofit endowments.
Every recommendation we make is legally required to serve your interest first.
We build strategies designed for decades, not quarters.
Clear fee structures with no hidden costs or undisclosed conflicts.
What We Do
Our integrated approach covers every aspect of your financial life, ensuring no opportunity is overlooked and every risk is managed.
Customized portfolio construction using institutional-quality research. We combine active and passive strategies across equities, fixed income, alternatives, and private markets to align with your risk tolerance and growth objectives.
Holistic planning that integrates your investments, tax situation, estate goals, insurance needs, and cash flow into one cohesive strategy. Our plans are living documents, updated as your life evolves.
Proactive tax planning coordinated with your CPA to minimize current and future tax burdens. We focus on tax-loss harvesting, asset location, Roth conversion analysis, and charitable giving strategies.
Protect and transfer your wealth efficiently across generations. We work alongside your estate attorney to implement trust structures, beneficiary strategies, and legacy planning frameworks.
Investment consulting for corporate retirement plans, nonprofit endowments, and foundations. We assist with investment policy development, manager selection, and fiduciary governance.
Specialized planning for corporate executives managing concentrated stock positions, deferred compensation, and complex equity awards including ISOs, RSUs, and stock options.
How We Work
We begin with a comprehensive review of your financial situation, goals, and values. This conversation forms the foundation of everything we build together.
Our team develops a customized financial plan and investment strategy tailored to your unique circumstances, risk tolerance, and time horizon.
We execute your strategy using institutional-caliber investment vehicles, coordinating across custodians, tax advisors, and estate attorneys.
Regular reviews, proactive adjustments, and transparent reporting ensure your plan stays aligned as markets shift and your life evolves.
Our People
Our senior team brings deep expertise from leading financial institutions and advisory firms.
Founder & Chief Executive Officer
25+ years in wealth management. Former SVP at Morgan Stanley Private Wealth. MBA from Wharton, CFP®, CFA®.
Chief Investment Officer
20+ years in institutional asset management. Previously led multi-asset strategies at BlackRock. CFA®, CAIA.
Head of Financial Planning
18+ years in comprehensive financial planning. Former Director at Mercer Advisors. CFP®, CPA/PFS, JD.
Director of Client Services
15+ years in high-net-worth client relations. Previously with Goldman Sachs Private Wealth. MBA from Columbia.
Market Insights
Our investment committee shares their assessment of current equity market conditions and positioning recommendations for the quarter ahead.
Read More →With potential changes to capital gains treatment and estate tax thresholds, proactive planning is more important than ever.
Read More →How private credit, real assets, and hedge fund strategies can enhance risk-adjusted returns for qualified investors.
Read More →Schedule a complimentary consultation with one of our senior advisors to discuss your financial goals and how Redmark Capital Group can help you achieve them.
Get Started TodayGet in Touch
General Inquiries: info@redmark.xyz
New Clients: advisory@redmark.xyz