Robert H. Allred, CFP® CPWA®
Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
“We strive to be the only call you need to make to address any financial need so you can focus on life's other priorities.”
— Rob Allred
The economic and political landscape may be changing every day, but at The Allred Wealth Consulting Group our advice can help you stay the course and plan for all the possibilities. Given our nearly 20 years of experience working with successful families and corporations, our advanced planning approach and access to the extensive resources of the world’s leading wealth manager, you can trust that your financial well-being is paramount to our team.
We look beyond your investing needs to help you pursue your complex wealth, management goals—from retirement income planning to business transitions to estate and trust strategies. Because our advice is customized, collaborative and completely responsive to your needs, you can confidently attend to other priorities in your life—your family, your business and the future you’re shaping.
Our planning approach focuses on your life and goals
What time is the right time to retire? Is your estate appropriately structured to protect your loved ones? Should you take your business to the next level? No matter what your financial priorities or the concerns that keep you up at night, we’re here to listen, talk it through and create a planning road map that can provide the answers you need and help you reach the goals that are most important.
Industry-leading research informs our decisions
Against a backdrop of rapidly shifting markets and changing world events, uncertainty is understandable. That’s why our investment management and portfolio strategy decisions are informed by the UBS Chief Investment Office Wealth Management Research (CIO WMR) organization. This team provides us with real-time analysis of important equity and municipal market trends, developing economic and tax policy and breaking news in the U.S. and worldwide.
Their research insights help us better understand the potential impact on your portfolio, and ultimately how we can make well-informed investment recommendations on your behalf.
My team tailors advice for complex needs
- Portfolio strategy
- Banking and lending
- Estate and trust planning
- Financial planning
- Tax planning
Rob Allred has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019, 2020
- Washington, DC's Best Financial Advisers, as seen in Washingtonian, 2019
Disclosure: Washington, DC's Best Financial Advisers, as seen in Washingtonian, 2019, is based on assets under management, revenue and quality of practice. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these rankings. Past performance is not indicative of future results.