REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Bringing Integrity to Everything We Do
REDW Wealth has more than 20 years of experience assisting clients with wealth management, investment management, and retirement plan advisory. Our professional advisors offer comprehensive planning designed to grow and protect your wealth.
“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.”
Investment Management & Consulting
Our recommendations are based entirely on your needs.
Does your investment portfolio keep you awake at night? We understand the importance of peace of mind. Our investment management services will match your personal level of risk tolerance. Customized for individuals, families, businesses, non-profits, and tribes, our experience ranges from doing internal audit testing for large government agencies to creating customized investment policies for tribes.
- Creating/updating your investment policy statement
- Designing asset allocation strategies to meet a specific return goal
- Assisting as an independent consultant in Requests for Proposals (RFP)
- Performing a fee analysis on your investments against benchmarks
- Assisting committees and trustees on meeting their fiduciary responsibilities
- Providing education and training on investments, retirement plans, and fiduciary roles
- Forecasting long term budgets against the portfolio’s expected return and risk
Retirement Plan Investment Advisory
Solid fiduciary practices benefit both employees and plan fiduciaries. At REDW Wealth, our retirement plan advisory practice works with businesses, nonprofit organizations and tribal entities 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 identifying investment vehicles best suited to your particular plan;
- a fee-only structure;
- and our fiduciary education models and individualized education programs.
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 program that meets the unique needs of your organization. To increase participation, we engage and educate your employees on the benefits of your plan. This saves you time so that you can focus on running your business.
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.
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. 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 the firm’s investment services depends on a variety of factors, including but not limited to the overall level of client assets and contribution and withdrawal rates, timing and manner of implementation, and market conditions. Low cost investments reflect the firm’s fiduciary requirement to seek best execution in client securities transactions but does not guarantee that the lowest overall cost (including transaction fees and commissions and pooled vehicle expense ratios) will be attained in all instances. 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