When it comes to finances, it's essential to understand the big picture, so at Redwood, we've built a team that can manage your money holistically. By doing so, we bridge the gap between all disciplines of wealth management, including investment strategy, proactive tax planning, wealth protection, and eventual transfer to future generations.
At Redwood, we apply the same principles to your portfolio that investment teams do for multi-billion-dollar pension plans, foundations and endowments. Most wealth management firms avoid talking to clients about taxes because they don't have the expertise and in-house CPAs like we do. Our advisors collaborate with various insurance providers to determine the best solution for you based on your goals and objectives.
At Redwood, we apply the same principles to your portfolio that investment teams do for multi-billion-dollar pension plans, foundations and endowments. Most wealth management firms avoid talking to clients about taxes because they don't have the expertise and in-house CPAs like we do. Our advisors collaborate with various insurance providers to determine the best solution for you based on your goals and objectives.
Services
That's why Redwood follows the criteria of a fee-only investment firm. Our advisors aren't compensated when you purchase a financial product that they recommend. It's a standard that we, and all members, of the National Association of Personal Financial Advisors believe in and agree to uphold. Without such incentives, you can be confident our Wealth Managers are giving advice that has your best interests at heart.
Financial planning and wealth management aren't one-size-fits-all. Each person has different goals, tolerance levels, personal and business circumstances, and assets to consider. Taking a holistic approach to each client's situation and financial picture helps ensure that any planning will account for such nuances.
As we begin each year and hear all the stock market predictions, I like to look back at what people were saying at the start of the previous year. Last week, we had an Investment Committee meeting at Redwood that generated some interesting discussions. One topic was the belief that a person must be insane to buy stock right.
Redwood Wealth Management is always searching for smart, energetic individuals to join our team. Our goal is to provide the highest quality service, advice and results for our clients. We offer a professional and team-oriented culture where employees can use their talents to succeed and grow with our firm.
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