Retirement Resource Wealth Management Elevates Retirement Planning with a Team-Based, Fiduciary Approach

West Fargo firm takes a collaborative, client-first stance on retirement income, beneficiary reviews, and legacy planning.

Published on Feb. 9, 2026

Got story updates? Submit your updates here. ›

Retirement Resource Wealth Management, a financial planning firm based in West Fargo, North Dakota, is taking a team-based, fiduciary approach to retirement planning. The firm works with clients to address retirement income planning, beneficiary reviews, tax considerations, and long-term legacy goals, rather than focusing solely on investments. Retirement Resource positions itself as a consistent point of contact for clients facing important decisions, collaborating with legal and tax professionals to help families navigate life's transitions.

Why it matters

As retirement planning grows more complicated due to changing tax laws, longer life expectancies, and shifting family dynamics, many individuals are seeking more consistent support. Retirement Resource Wealth Management's approach aims to provide clarity and guidance through an evolving financial landscape, moving beyond traditional money management to offer a relationship-driven experience.

The details

Retirement Resource Wealth Management uses a collaborative planning process that brings clients into the conversation at every step. Advisors work together as a team to review financial details, explain trade-offs, and adjust strategies as circumstances evolve. As fiduciaries, the firm's advisors are legally obligated to act in their clients' best interests, shaping every recommendation from investment allocation to beneficiary designations and income strategies. Beneficiary and legacy planning are key parts of the firm's work, helping clients review and update these details to align with current goals and family circumstances.

  • Retirement Resource Wealth Management was founded in West Fargo, North Dakota.
  • The firm is celebrating its 50th anniversary in 2026.

The players

Retirement Resource Wealth Management

A financial planning firm based in West Fargo, North Dakota, that provides holistic retirement guidance through a team-based, fiduciary approach.

Veronica Redfield

The President and Financial Advisor at Retirement Resource Wealth Management.

Got photos? Submit your photos here. ›

What they’re saying

“People often come to us with a lot of information but very little clarity. Our role as fiduciaries is to help clients make sense of their options and guide them through decisions that can change over time.”

— Veronica Redfield, President and Financial Advisor

“Our clients aren't handed a plan and left to figure it out on their own. We review things together, revisit them regularly, and make changes when life calls for it.”

— Veronica Redfield, President and Financial Advisor

What’s next

Retirement Resource Wealth Management offers consultations for individuals and families seeking retirement planning support.

The takeaway

Retirement Resource Wealth Management's team-based, fiduciary approach aims to provide ongoing guidance and support for clients navigating the complexities of retirement planning, from income strategies to beneficiary reviews and legacy planning.