Redwood Wealth Management Group is an independent Registered Investment Advisor providing comprehensive investment and planning services to wealthy families and businesses. We serve as our clients' advocates by striving to deliver independent, objective, and comprehensive financial advice. Our mission is to deliver a comprehensive, integrated approach to help clients manage their financial lives and make the best use of their resources.
We'll help define your objectives, optimize your financial situation, and provide peace of mind.
We'll help define your objectives, optimize your financial situation, and provide peace of mind.
Services
We work with you to articulate the goals that you find most meaningful, both in the short and long term. For instance, your near-term focus may be on gaining access to unique investment opportunities that complement your business, but your long-term priority may be passing wealth onto your children in a way that allows them to thrive.
Prior to founding Redwood Wealth Management Group, Sam was a Founding Partner of Lane Bridgers Schill for more than 12 years. Before starting his own wealth management firms. Before starting his own wealth management firms, Sam was Senior Vice President at PNC Investments. He joined PNC in 2000, after many years serving as an investment advisor with Philadelphia Investors (and their predecessors) in Moorestown, NJ.
Our areas of expertise include in-depth financial and estate planning, investment consulting, and retirement plan services. We work with families, small businesses, and institutions to create, manage, preserve and distribute wealth. Our team has the unique ability to coordinate the efforts of your various advisors to make sure that we are all working together towards a common goal- our clients' best interest.
Reviews (2)
Wayne Cal
Nov 16, 2019
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Michael Andrew Ruder
Oct 11, 2019
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The team at Redwood Wealth Management is fantastic to work with. I personally work with Josh Woodford. Josh is transparent, knowledgeable, available and extremely proactive. I started my financial portfolio at the age of 30 (now 34) with Josh. Him and his team have helped me to quickly grow my retirement account. Josh also works closely with my accountant and quarterbacks all my finances. As a business owner with fluctuating income Josh not only helps me with long-term retirement.. he also advises me with investing, real estate purchases and the most efficient way to use my cash flow. Additionally
