Ruedi Wealth Management is a wealth management firm in Plano, Texas that specializes in retirement planning. We provide our clients with financial planning, investment management, and ongoing advice to ensure they retire successfully and stay retired!
Using your financial plan as a guide, we’ll develop an investment portfolio with your personal goals in mind. Our operations team will take care of setting up your accounts or transferring any existing accounts to our custodian Charles Schwab. Each month we free up cash from your investment accounts and send you the money you need. It’s simple and stress-free, with every detail covered.
You can also count on us to diligently manage your assets, monitoring them daily. Even when the market takes you on a bumpy ride, our steady investment philosophy cushions you with common sense and a practical, long-term perspective.