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We Make the Complex Simple

We Help You Save More, Plan Better, and Invest Smarter.

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Our Purpose

At Reddington Sourour Advisory, we make the complexities of personal wealth management- simple. As a trusted advisor, we’re focused on adding convenience and simplicity to your life. Quality financial planning provides security and freedom both today and in the future. At RSAG, our industry eminence is highlighted by our drive to serve the cornerstone of our existence, our family of clients. Our mission is to guide our clients through the sometimes intimidating financial planning process. We make the daunting and complicated clear by using our Frameworks Process. Done well, financial planning can provide clarity and confidence to your journey to financial independence and legacy. With both clarity and confidence, you maintain the motivation and discipline to remain focused on your goals. With the right planner piloting the right plan for you, you'll arrive safely at your ideal financial destination. 

How Can We Help You?

We offer a wide variety of services all geared to help you with your financial goals.

What to Expect

We follow a disciplined process to guide you to financial independence. 

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Our Approach

We follow the wealth management formula which helps calculate the financial strategy we take with our clients.

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For Businesses

With over 100 years of collective experience, we provide an unmatched value add from benefits, service, education, and business planning.

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Frameworks for You
We build our offerings and engagements around what you value most

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Winston Churchill&#160;</span>

“However beautiful the strategy, you should occasionally look at the results” -Winston Churchill

You may have a plan, you may have done financial planning in the past, but are you consistently checking your progress? Our process and client-advisor relationship gives you the edge and control. You choose the engagement. 

Simplify by using individual frameworks:

  1. Financial Planning
  2. Risk allocation Strategy
  3. 4-part Retirement plan (Cash flow, Asset allocation, Risk allocation, Investment location)
  4. Tax strategy 
  5. Corporate Concentration Stock Strategy for Executives (RSU, QSO, NQSO)
  6. Cash flow Strategy 
  7. Risk Management strategy
  8. Charitable Giving Strategy
<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Marcus Aurelius</span>

“Never let the future disturb you. You will meet it, if you have to, with the same weapons of reason which today arm you against the present.” -Marcus Aurelius

For long term success, clarity is needed. When you gain clarity, you will gain confidence in your approach. While we may never know what the future holds, we can be confident using a disciplined planning process and a rules-based investment strategy, will position you for a high-degree of success. 

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Tony Robbins</span>

“Setting goals is the first step into turning the invisible into the visible” -Tony Robbins

Develop goals and define your financial success. What does financial success look like to you? We will help you develop your personal Key Performance Indicators (KPI).

Our Resources

“Data, specifically, interpretation of data is what matters most” -Ahmed Sourour

We take a rules-based approach to our Portfolio Management. 

Market data we examine on a daily basis:

  1. Dynamic Asset Level Investing
  2. Asset Class Group Score 

     Process for offense and defense

    • Cash bogey test
    • Money market percentile rank
    • US Core percentile rank 

      3. Asset Scoring — Stocks and Funds 

    • Trend analysis
    • Peer-relative strength
    • Market-relative strength
    • Absolute analysis

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