Meet the Reddaway Wealth Partners team
As wealth and opportunity increase, financial decisions become more complex, especially around exit planning and liquidity events. Our team acts as the quarterback, coordinating trusted specialists and thoughtful planning to help clients protect what they've built and move confidently to what’s next. We believe the most successful outcomes come from disciplined planning, deep specialization and trusted relationships built over time. Our role is to simplify complexity, remove emotional roadblocks and help clients make confident decisions, so they never have to take more risk than necessary and can focus on what truly matters.
Behind the Expertise
We listen closely to our clients, understand what drives them, and deliver tailored solutions that help them achieve their goals.
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Kris Reddaway, CEPA®
Wealth Manager
Newport Beach, CA
Dianna Vetter
Sr. Client Associate
Newport Beach, CA
We strive to guide founders, executives and families through life's most consequential financial moments with clarity, care, and expertise, so they feel protected before an exit, confident during it, and secure long after it’s complete.
We start with planning, not products. We design portfolios around lifestyle needs, liquidity, and long‑term goals – prioritizing tax efficiency, risk management and market efficiency—so growth supports the plan, not the other way around.
Reddaway Wealth Partners specializes in exit planning, post‑liquidity wealth management and family‑office‑level coordination. Acting as the quarterback for complex financial decisions, we bring together trusted experts to help clients maximize what they keep, protect what they’ve built, and plan confidently for the next chapter.
- Forbes Best-in-State Wealth Advisor1 - 2023, 2024, 2025
- Forbes Best-in-State Top Next-Generation Wealth Advisor2 - 2022
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
1 Forbes/SHOOK Best-In-State Wealth Advisors: (04/08/25, data as of 6/30/24); (04/03/24, data as of 06/30/23); (04/04/23, data as of 06/30/22). Ratings may not guarantee future success or results. Fee paid for advertisement materials after ranking announced. Methodology here: https://www.citizensbank.com/private-banking/services/private-wealth/awards/disclosure.aspx
2 Forbes/SHOOK Top Next-Gen Wealth Advisors Best-In-State (8/3/22). Data as of 3/31/22. The Forbes Next-Gen Wealth Advisors rankings is based on an algorithm of qualitative criterion—mostly gained through telephone and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Ratings may not guarantee future success or results. Fee paid to rating provider for advertisement materials after rating announced.
Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE