Advisors at this firm
Jeffrey W
CFP®, Series 66
Palo Alto, CA
Red Crane Wealth Management, LLC
Jeffrey Wu is a CFP® with 21 years of industry experience, currently serving at Red Crane Wealth Management, LLC since 2016. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2016. Red Crane Wealth Management primarily serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers individualized portfolio management through a wrap fee program, standalone financial planning, and advisory services to pooled investment vehicle clients, employing a flexible investment strategy that includes the use of derivatives and alternative approaches.
Derek L
CFP®, Series 66
Palo Alto, CA
Red Crane Wealth Management, LLC
Derek Lew is a CFP® with 21 years of industry experience, currently serving as an advisor at Red Crane Wealth Management, LLC since 2019. Prior to joining Red Crane, he worked at Prudential Investment Management Services LLC and Prudential Insurance Company of America from 2015 to 2019. Red Crane Wealth Management primarily serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering individualized portfolio management, financial planning, and advisory services. The firm sponsors a wrap fee program and acts as general partner and adviser to a private investment fund that employs a flexible, unconstrained strategy using derivatives and alternative investments.
Brent W
CFP®, Series 66
Palo Alto, CA
Red Crane Wealth Management, LLC
Brent Woolsey is a CFP® with 21 years of industry experience, currently serving as an advisor at Red Crane Wealth Management, LLC since 2016. Prior to this, he worked at Ameriprise Financial Services, Inc. for 12 years. He holds the Series 66 designation and is based in Palo Alto, CA. Red Crane Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory services. The firm sponsors a wrap fee program and manages a private investment fund with a flexible, unconstrained strategy that includes global investments, selective short positions, derivatives, and alternative strategies.
