Jeff Reddick
President at Guideline Capital Management
Based in McKinney, United States
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Seniority
C-Team
Department
General Business & Management
Location
McKinney
Industry
Investment Management
Company size
1 to 10
Contact information
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j•••••••@investgcm.com
Phone
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Background
About Jeff Reddick
Guideline Capital Management is a Registered Investment Advisory firm primarily focused on Financial Planning and Wealth Management for executives and business owners. We deliver advice on a Fiduciary basis, ensuring that the best interest of our clients always come first. Our proprietary DRIVE process ensures the creation, implementation, and ongoing management of a holistic financial plan that aligns our clients' financial lives with their goals and values. Utilizing the latest in financial planning technology, rigorous risk management tools, institutional investment managers, and the most current research in wealth management tactics and strategies, we act as our clients' personal CFO, stewarding their financial lives so they can focus on what truly matters.
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