Webinar: Timeless Truths & Lessons Learned

REDW Wealth | November 24, 2021

REDW Wealth is bidding a fond farewell to Senior Financial Consultant (and retired Principal) Chip Dennedy, who is retiring at the end of 2021. What has changed most in the industry, and what has remained the same? Register now»

Webinar: Making the Most of Your Tribe’s ARPA Funds

REDW Wealth | October 22, 2021

Now that Tribes have received their American Rescue Plan Act (ARPA) funding, they need to figure out how best to spend it in the time allotted. Stash it away in the bank, or invest it? Read more.

Jude V. Gleason Rejoins REDW Wealth as Senior Wealth Advisor

REDW Wealth | October 15, 2021

Albuquerque, NM — October 15, 2021 — REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce the return of Jude V. Gleason, MBA, CFP®, AIF®, to the firm as a Senior Wealth Advisor. A former Chief Investment Officer with REDW Stanley Financial Advisors (now REDW Wealth), Jude rejoined...

Build Back Better – Proposed Tax Law Changes

REDW Wealth | October 7, 2021

REDW and REDW Wealth advisors are monitoring developments for concerned taxpayers and their advisors as Congress considers federal tax code changes to support President Biden's Build Back Better spending plan. Read more.

Monthly Wealth Management Update and Q&A

REDW Wealth | September 22, 2021

Members of the REDW Wealth Investment Committee are hosting monthly webinars to review the current market environment, financial planning topics and tax considerations, as well as answer your questions. Read more.

Daniel Yu Gains CERTIFIED FINANCIAL PLANNER™ Certification

REDW Wealth | September 3, 2021

REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce that Daniel Yu, Chief Investment Officer, has been awarded CERTIFIED FINANCIAL PLANNER™ certification by the Certified Financial Planner Board of Standards, Inc. Read more.

Financial Advisor Ranks REDW Wealth among Registered Investment Advisors in 2021

REDW Wealth | August 27, 2021

REDW Wealth LLC, a SEC-registered investment advisory firm subsidiary of REDW LLC, is pleased to announce a recent recognition in the accounting and financial services industry. In its 2021 ranking of top U.S. Registered Investment Advisors (“RIAs”), Financial Advisor lists REDW Wealth as #356 by assets under management. Read more.

REDW Wealth Ranked in Top 150 Leading CPA Financial Planners by Accounting Today

REDW Wealth | August 13, 2021

REDW Wealth LLC is pleased to announce that it has again received a recognition from the accounting and financial services industry. Accounting Today lists REDW Wealth among the top 150 firms by assets under management in the Top 150 Firms by AUM by Accounting Today. Read more.

Retirement Planning Essentials in Your 60s and Beyond

REDW Wealth | June 23, 2021

If you’re over the age of 60, talking about retirement planning usually elicits one of two emotions: You’re either bordering apprehension or exhilarated about your approaching retirement. Which group do you fall into? REDW Wealth is here to address concerns for both. Read more.

REDW Wealth Continues Arizona Strategic Expansion, Welcomes Wealth Advisors Reese Hinton & Robert Papelian

REDW Wealth | June 15, 2021

REDW Wealth LLC, an SEC-registered investment advisory firm subsidiary of REDW LLC, one of the Southwest’s 10 largest certified public accounting and consulting firms, is pleased to announce that Reese Hinton and Robert Papelian, formerly co-owners of Phoenix-based Phoenician Wealth Management, LLC (PWM), have joined REDW Wealth effective May 24th, 2021. Read more.