Institutional Consulting

REDW Wealth serves a wide range of corporate clients, as well as tribal, government and institutional clients. Our services include investment management, retirement investment plan advisory, internal audit assistance, help with investment policies, asset allocation design, and fiduciary consulting.

Investment Consulting

We offer discretionary portfolio management, comprehensive reporting, rebalancing and tax minimization strategies, and periodic reviews.

Retirement Plan Investment Advisory

Solid fiduciary practices benefit both employees and plan fiduciaries. At REDW Wealth, our investment advisory practice works with plan sponsors to ensure they have the best service alternatives and investment vehicles for their plans. Our team of experienced retirement plan professionals offers three distinct advantages: our exclusive process using investment vehicles best suited to your particular plan; our fee-only structure; and our fiduciary education models and individualized education programs.

Fiduciary Assessments & Training

People in a position of trust such as nonprofit board members or members of investment committees increasingly want to know they’re practicing good fiscal management. REDW Wealth offers a fiduciary assessment that provides a third-party opinion about the investment and organizational process being followed, as well as methods for improving them.

Corporate Financial Wellness & Education

Research shows that people with the necessary tools and resources to manage their personal finances are usually healthier, happier and more productive than individuals who are experiencing stress because of money worries. REDW Wealth can partner with you to tailor a financial wellness education program that meets the unique needs of your organization. Empowering people to take charge of their money and attain financial security is a win-win for everyone.

For more information, please contact Paul Madrid.


Company Retirement Plan Investment Advisory
Corporate Financial Wellness Education Programs
Fiduciary Assessment
Fiduciary Assessment for Tribes
Retirement Plan Investment Advisory for Tribes