LeGrand S. Redfield, Jr. CLU, ChFC, CFP®
President and CEO
LeGrand S. Redfield, Jr. CLU, ChFC, CFP® has been involved in the financial industry for the past 40 years, assisting clients in the development and implementation of strategies to achieve their financial goals. Having received a Bachelor's Degree from Lake Forest College, Lee immediately began to commit himself to establishing a successful financial planning practice. He started with a major life insurance company where he qualified as a member of the Million Dollar Round Table, and earned his first National Quality Award. Recognizing that clients would be better served with a wider variety of services, he founded Asset Management Group, Inc. in 1983 to provide independent comprehensive financial planning.
A strong believer in continuing education, Lee has attained the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL) designations from the American College. In addition to being a Life Underwriter Training Council Fellow (LUTCF), he continues his education with classes in financial planning and risk management, currently working towards a designation in Behavioral Finance.
Lee is a Life and Qualifying member of the Million Dollar Round Table for 31 years, served on the Board of Directors of the Financial Planning Association of Connecticut-Fairfield Counsel, has continued to be awarded the National Quality Award by NAIFA, been listed as one of Bloomberg's Top Wealth Managers, Worth Magazine's 250 Best Wealth advisers, been named to "Top of the Table" for the past 13 years by the Million Dollar Round Table, and was granted the mark of CFP® by the Certified Financial Planning Board of Standards. In 2017 he achieved the professional designation of Accredited Wealth Management Advisor (AWMA® ), in 2018 he achieved the professional designation of Chartered Retirement Planning Counselor (CRPC®) and in 2022 he attained the designation of Retirement Income Certified Professional (RICP®).
An Accredited Wealth Management Advisor (AWMA) is a financial professional who is trained in the area of managing wealth for high net worth individuals and families. They are typically skilled in areas such as investment planning, retirement planning, estate planning, tax planning, risk management, and charitable giving.
By obtaining the AWMA designation, a financial professional demonstrates to clients that they have a high level of expertise in wealth management and are committed to providing comprehensive financial advice and guidance to help clients achieve their financial goals.
Lee is known for his commitment to 12-hour days, six days a week, to accomplish his clients` goals and expectations. By matching individual situations to the most suitable alternatives, he seeks to help each client achieve his or her goals through a focus on financial planning, asset allocation, risk management and retirement planning. Whether the prospective client is a highly successful professional, business owner, physician or retiree, Lee utilizes his knowledge and expertise to develop a comfortable approach to achieving financial security and control.