Connecting your wealth goals with a strategy.

Not having a strategy is like leaving your goals to chance.

You spend a lifetime working hard, accumulating wealth, and being concerned about your family and finances – often not knowing whether you’re making the right decisions to reach your goals.

Without a plan, how do you know where you’ll be? Will you be able to retire comfortably, or will you have to work long after you had hoped? Will you be able to pass your wealth to your heirs, or will it dissipate? Do you have an advisor you can trust and who has your best interests in mind?

Knowing how you’ll plan your financial future is extremely important. From developing a plan to achieve your goals, to setting up ongoing management and administration of your portfolio, we offer a full range of services delivered with professionalism and in accordance with strict ethical standards.

“Building a foundation of trust and loyalty is essential to any strong business relationship. The REDW Wealth team believes in establishing this foundation before clients ever walk through our door.”

Paul Madrid
CFA®, CFP®, AIFA®

REDW Wealth Principal
Wealth Management
Practice Leader

Who We Serve

We partner with some of the Southwest’s most influential families, institutions, businesses, and tribes and remain dedicated to improving their financial well-being and enhancing their financial knowledge.

Individuals & Families

We’re here to help you plan for tomorrow.

You may be just starting out with dreams and hopes, or you may have ideas and questions about the assets you’ve accumulated over a lifetime. Together, we look at your current investment portfolio, tax situation and life plans, as well as your charitable giving and goals for preserving your wealth for future generations.

With a customized plan for a portfolio or claiming Social Security retirement benefits, our advisors provide guidance on timing, potential risk, and outcomes. Our advisors develop individual strategies to help you achieve higher after-tax wealth while reducing overall risk. And as fee-only fiduciary advisors, you can count on us to be your advocate as well as your trusted advisor.

  • Financial Planning
  • Wealth Management
  • Specialized Planning Services
  • Stock Option & Cash-Flow Planning
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Business Owners

We Believe in Putting You First

Business owners have unique and complex wealth management needs. You are responsible for planning for yourself, your business and employees, and your family. Meanwhile, your wealth is usually at work every day running and growing your business. You need a long-term strategy that lets you sleep at night.

From assisting you with executive compensation and employee benefits to succession planning and your investment portfolio, we can help you prepare for success today and financial freedom tomorrow.

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Tribal Nations

Success That Is Culturally Grounded

Through collaboration with our many tribal clients, we’ve learned how their resources are important for tribal self-reliance, honor, and endurance. We have partnered to help build their financial strength and secure the future for new generations. Tribes look to our deep knowledge of the unique rules and management strategies that apply to many aspects of their organizations. These organizations are able to draw upon our long experience and technical expertise, as well as our respect for tribal sovereignty, culture, and the intricacies of tribal government.

REDW Wealth’s experienced team of wealth advisors can design and manage an investment portfolio to help protect your tribe’s economic strength and stability for future generations.

  • Investment Management & Consulting
  • Retirement Plan Advisory
  • Fiduciary Assessments & Training
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Institutions

Supporting your mission and protecting your wealth

Your members and stakeholders put a great deal of trust in your ability to advance your organization’s mission and remain financially healthy. Protecting donor contributions and gifts, creating a sustainable and long-term plan, and keeping your financial house in order are all important. Many of our advisors serve in volunteer capacities as board members and committee members, and they understand your challenges. We strive to protect your mission, no matter the market.

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Retirement Plans

As your plan’s financial advisor, we are not only your advocate, but an extension of your company. Our goal is to help you maintain a high level of plan participation and enrollee satisfaction. To ensure that your plan is in compliance with regulatory and legislative updates, we offer an annual review meeting that covers all required compliance, plus a review of plan fees and services. And as a fiduciary, we keep our commitment to always put your interests first.

From plan design support to investment support, you’ll receive expert guidance on crafting a retirement plan tailored to the specific needs of your company’s business goals and your people. For participants, we offer onsite enrollment and education meetings, retirement income planning, as well as counseling on distribution options and asset allocations.

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We Can Help

At REDW Wealth, our collaborative approach is based on mutual trust and respect, as well as open, honest communication. We’re proud of the many long-lasting relationships we have had with our clients.

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Fair and Balanced Statement

Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with REDW Wealth LLC. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Professional credentials and designations should not be used as the sole determining factor in obtaining or retaining the services of an investment adviser. Please see our disclosure page for further information on the professional designations discussed herein. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth LLC. Tax and accounting services provided by REDW LLC.

Professional Designations