A Guide to Financial Advice, Planning & Wealth Management

Developing a Plan Tailored to Your Specific Needs & Goals

Whether you’re a business owner thinking of expanding your business or an individual overwhelmed by the many choices surrounding your impending retirement, we can help you get a handle on your financial future, so you can feel confident and in control.

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals. A planning engagement with a REDW Wealth advisor may range from a simple cash flow analysis to a complete financial plan that investigates every aspect of your financial life.

Our job is to provide you with direction and assistance in prioritizing the allocation of resources and understanding what you need to know to make wise financial decisions.

Business Planning

Includes employer-sponsored plans, executive compensation, employee benefits, succession planning.

Investment Planning

Includes basic investments, personal needs planning, specific needs planning, alternative investments, asset allocation.

Retirement Planning

Including individual retirement plans, retirement income planning, supplemental benefits, distribution planning.

Estate Planning

Including basic estate planning, advanced estate planning, charitable planning, minimize transfer tax.

Evaluating Your Tax Strategies

Our wealth managers use Strategic Income Tax Planning as one of the three lenses through which we evaluate financial and investment decisions.

Managing Your Risk

While each individual is the ultimate decider of the financial decisions you face, we’ll help you make informed decisions using facts and evaluating real alternatives.

Increase Your Income and Reduce Risk – Our 5 C’s of Client Service

Our clients seek clarity about their financial lives, resources, goals and objectives so that they can make informed decisions about their financial future.

Creative Solutions
Our clients receive customized and creative solutions that take into account all of their individual goals and objectives.

Our clients have other professionals they work with and our job is to collaborate with those professionals to avoid gaps in our clients’ planning and wealth management. We help fit the pieces of their financial puzzle together for the best outcome.

Our clients look to REDW Wealth to plan for what’s important to them, in an effort to ensure that it gets accomplished.

Course Correction
The future is uncertain and even the best plans require adjustments to meet changing circumstances.

In Your Best Interest

Our advisors are fee-only fiduciaries, meaning we have no conflicts of interest in working with you, we sell no products to help you achieve your goals, and we are required to give you advice that aims only to work to your benefit.

What’s more, most REDW Wealth Advisors hold advanced degrees or have earned financial credentials that support and speak to their expertise. REDW has memberships with the National Association of Personal Financial Advisors (NAPFA) and the CFA Institute.

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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 Disclosure

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 client’s tax planning depends on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket, legal and regulatory conditions, realized and unrealized capital gains and losses, coordination with the client and the client’s other engaged professionals, and market conditions. 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