We help those nearly (or newly) retired with a portfolio of $500,000 or more live the retirement of their dreams with massive "money confidence!" Most retirees won't enjoy the retirement they dreamed of for fear of dying broke. They travel, spend, and enjoy less than they could because they don't have the time, skill, and desire to create and execute a masterful retirement plan.
We'll design a plan to maximize your retirement dreams, squeezing every last dime from your finances to reach them. We'll plan for the best but prepare for the worst, alleviating the worry and stress other retirees suffer daily. Learn how we improved a client's plan by ADDING NEARLY ONE MILLION DOLLARS to accomplish their lifetime goals and dreams.
We'll design a plan to maximize your retirement dreams, squeezing every last dime from your finances to reach them. We'll plan for the best but prepare for the worst, alleviating the worry and stress other retirees suffer daily. Learn how we improved a client's plan by ADDING NEARLY ONE MILLION DOLLARS to accomplish their lifetime goals and dreams.
Services
So many "financial advisors" are thrilled to present an investment, insurance, or annuity program as a "financial plan". In reality it's worthless! Our mission is pretty simple. We help you find the best balance between enjoying life, and making sure you have enough to never worry about it. But you can't do it without a plan!
Redrock Wealth Management was founded by Greg Phelps, CFP, AIF, CLU, AAMS in 2005 as one of Las Vegas' first fee-only fiduciary financial advisors. Prior to Redrock, he spent 10 years in the financial industry with Goldman Sachs, Morgan Stanley, and the 5th largest multi-national accounting firm, RSM McGladrey.
The Retirement Navigation Program is our flagship ongoing service for Private Clients. If you want to implement, monitor, and manage your retirement finances yourself, this is not for you! If you want a "done-for-you" solution where we'll execute your Retirement Architect Program with meticulous precision, you'll love our Retirement Navigation Program.
Here at Redrock Wealth Management, our purpose-and passion-is helping people design and enjoy the retirement they've always dreamed of with more money and less worry! We make your "money confidence" a high priority, because what fun is retirement if you're constantly worried about dying broke? We design your best retirement through what we call the "Retirement Architect Program."
Confucius said 'choose a job you love and you'll never have to work a day in your life!' Helping people squeeze every last dime out of their financial plan isn't always easy, but it sure is fun! I'm pretty lucky in that respect, because it's not really work. Greg's spent the last two decades helping families work towards - and live through - retirement.
Reviews (24)
Crystal C.
Nov 21, 2021
Report
We were interested in the best way to invest for our future going forward to take advantage of tax breaks where we could and neither of us had a lot of experience with investing. We saved money but left it in a bank account. He was very knowledgeable and I feel like we have a better grasp of how to plan for our future/retirement and breathe better at night/live our lives a little fuller today.
Gary Tafs
Aug 22, 2021
Report
Been a client for nearly a full year after researching advisors & met with Greg, who introduced me to Jeremy.
After two meetings Jeremy had a viable, progressive, informative & comprehensive plan for my retirement.
They seriously plan ahead for every scenario & provide specific measures regarding how your portfolio is doing.
Jeremy is straightforward, knowledgeable, accessible & enjoyable to work with.
Have nothing except good things to say about RRW. Thanks Greg & Jeremy, & Katrina too!
After two meetings Jeremy had a viable, progressive, informative & comprehensive plan for my retirement.
They seriously plan ahead for every scenario & provide specific measures regarding how your portfolio is doing.
Jeremy is straightforward, knowledgeable, accessible & enjoyable to work with.
Have nothing except good things to say about RRW. Thanks Greg & Jeremy, & Katrina too!
Cris Scanlan
Aug 13, 2021
Report
This was our second visit to see Red Rock Wealth Management. My wife and I met with Jeremy Murray who was very professional and was able to answer all of our questions. While discussing our retirement, we really felt that Jeremy had our best intentions in mind. We've worked with other "financial advisors" whose only goal is to sell you insurance products whether that's what you need or not. After meeting with Jeremy, our path towards retirement (albeit is still quite some time away) seems so much clearer.
The initial fee does come up as expensive, the savings in the long-run is definitely worth
The initial fee does come up as expensive, the savings in the long-run is definitely worth
Michael Mcdaniel
Jul 31, 2021
Report
Redrock Wealth Management has some of the best financial advisors in Las Vegas you could hope to find! Greg and his team helped me sort out some tax questions and investing issues and I feel like I’m well on my way to a better retirement. Best of all they offer a FREE money strategy session and don’t sell a thing or pitch any of their services - they just focus on helping you master your unique financial planning situation.
Reanna H.
Jul 01, 2021
Report
John Byrnes
Apr 28, 2021
Report
I met with Jeremy in June of 2019 in person and again about a month ago remotely. We discussed concerns I had about an early retirement. Jeremy took the time to go into detail and helped me make a huge life decision. He didn't push corporate products like the big players, his presentation was factual and concise and very sincere. The detailed summary was easy to understand and provided clear and simple recommendations.
Matthew De Ganon
Apr 19, 2021
Report
I work in the financial services industry, and even I had been frustrated finding an advisor who understood that simply rebalancing a portfolio isn't enough. Greg was referred to me and, having worked with him on a view of my whole financial life -- timing, allocation, tax implications, wants, needs, wishes -- I can say that he gets it. He digs into the details and guided me to decisions that make me feel confident in my plan. He's a pleasure to work with to boot.
Travis Sizemore
Jan 23, 2021
Report
We reached out to Redrock to help us plan our retirement savings, and have been very impressed with their customer service. Seth replied promptly, thoughtfully gathered our information over a phone call, and quickly put together a plan for investment and debt reduction that minimizes tax burden and maximizes investment growth. He proposed several strategies that we would have never thought of on our own, even after doing lots of financial research. We look forward to continuing to use Redrock for our financial advising.
Tattoos-By G.
Dec 14, 2020
Report
Trying to figure out how to plan/save for retirement isn't easy, especially for self-employed folks. There is no HR dept, no matching 401k you can opt into...I researched this stuff online for years, literally, but never pulled the trigger. Every website offers vague information and suggests you call and speak with an advisor. I didn't want to be sold this or that account by someone who's likely paid for every new signup...and, even if I had, I never would've known all of the available options and which ones work best for my particular circumstances. Starting to search for a
Connie Sadler
Dec 02, 2020
Report
We are always VERY wary about those who give financial advice - and we have had plenty of experience working with companies that are, at the end of the day, looking out for their own bottom line first. With Redrock Wealth Management, you really get the feeling that these folks are looking out for their customers' best interests! Greg and his experienced team sit with us regularly and find out what our goals and objectives are and set a plan to help us make it happen. We can talk openly about our doubts and fears. After years working with this team, we have the most confidence we can possibly have
Jasper Wash
Sep 05, 2020
Report
Redrock Wealth Management has been nothing less than amazing to me. I had the opportunity to work with Greg and Seth. They have both helped me tremendously on making smart investment decisions. I was with another brokerage for four year and I learned more in my hour consultation with them than my past advisor. They are very patient and broke everything down to it’s simplest form to help me understand my investments. I can definitely tell they have their clients best interest at heart. I would recommend Redrock Wealth Management to everyone interested in investing.
Travis S.
Aug 11, 2020
Report
Rick Rodriguez
Jun 10, 2020
Report
Michelle Scanlan
Jun 06, 2020
Report
Greg and Seth were awesome. My husband and I booked 1 hour and we were able to get all of our questions answered thoroughly. I love the fact that they're not selling anything and the advice they give is based solely on what was best for us. If you're considering buying any insurance products from other "Financial Advisors", make sure to book an hour with Greg (or one of his team members) first. It will save you 10's or 100's of thousands! We're looking forward to working with the Redrock Wealth Management team for years to come.
Vince D.
Feb 13, 2020
Report
John A.
Mar 11, 2019
Report
As a recent client of Redrock Wealth Management, I would have to say that I could not be happier with their services! Greg reviewed my retirement plan and gave valuable advice on my 457 plan to insure me that I will be comfortable in retirement. He is very knowledgeable and treats you like family! If I could give them a 6 instead of a 5, I would!!!
Ang R.
Dec 20, 2017
Report
Katie C.
Oct 19, 2017
Report
My husband and I were unsure if we would be able to trust anyone with a financial / retirement plan. After some research we found Redrock Wealth Management and thought we would give them a try. Part of what set them apart is that they are paid by you, instead of a plan, so you know they have your best interest at heart. After meeting Greg, this was confirmed! He took the time to really look at what we currently have and estimated where we would be at retirement age. Greg showed us how to improve what we are currently doing, so our retirement looks even brighter. We were very impressed with his
Claire V.
Mar 23, 2017
Report
My husband and I became clients of RedRock Wealth several months ago and are completely satisfied with the attention to detail, responsiveness and knowledge this firm brings to the table. To us, trust and patience is of utmost importance when it comes to handling financial issues. At our first meeting we came prepared with many questions and Greg and Jeremy were equally prepared with answers, explanations and details. It was apparent to us that the meeting would not be complete until we felt all our questions had been answered. Since then, we have met a couple of more times as well as spoke
Kelly M.
Feb 17, 2017
Report
We did a quick financial and retirement plan with Redrock. We didn't know exactly how or when we could retire, and while we've got plenty of working years left - it's starting to become more important. We never realized how much goes into a retirement plan. From savings and investing, to taxes, long term care and estate planning issues. It really opened our eyes, and we'd highly recommend chatting with Redrock Wealth Management for your financial and investment planning needs.
Kathleen M.
Sep 08, 2016
Report
Austin E.
Aug 12, 2016
Report
Michelle K.
Jun 06, 2016
Report
As a relative newcomer to investing scene, its hard to be taken seriously with my minimal investment knowledge and lack of "wealth". However, Greg paid no mind to that and rather gave me the respect and attention I was looking for in a financial advisor. He walked me through each step of my plan, and thoroughly explained everything along the way. The entire office is very knowledgeable and were extremely attentive to my every need. I'm so glad Greg and his team were recommended to me!
Diane M.
May 09, 2016
Report
These days finding a financial advisor who you can trust and believe in is challenging. I found one and I am so relieved that our retirement income is being handled by a firm that truly is about working with you to ensure your retirement is what you want it to be. This firm has the education, the background, and the years of experience we should all be looking for in a financial advisor. But this firm goes so much further than its credentials. It provides a high level of client service and honesty that few can equal.
