Redwood Financial is for investors who recognize and embrace the sophistication of simplicity in their investment portfolios as well as their personal lives. We use a non-active forecasting and/or passive, low fee, low turnover, low tax consequence, disciplined approach that strives to help you keep more of the markets' returns for yourself.
A happy consequence of the process is you will have more time to spend on the things that matter the most to you. At Redwood Financial we are rooted in the success of our clients. We provide clients with the guidance and education they need to build wealth, ignore Wall Street and get on with their lives.
A happy consequence of the process is you will have more time to spend on the things that matter the most to you. At Redwood Financial we are rooted in the success of our clients. We provide clients with the guidance and education they need to build wealth, ignore Wall Street and get on with their lives.
Services
Chip founded Redwood Financial Inc. in 2002 to help individuals, families and small-business owners work toward preserving their wealth. Chip is a skilled listener who places great emphasis on analyzing client needs and objectives before formulating appropriate investment strategies. His clients may benefit from his experience gained over 40 years in the financial services industry.
We believe that our independence, investing approach and emphasis on client service help us to stand apart from most firms. As an independent wealth management firm, Redwood Financial works for its clients, period. Because I do not answer to any investment product manufacturer or parent brokerage company, I can provide objective advice and recommend the best investment options for your unique needs.
Reviews
Be the first to review Redwood Financial.
Write a Review
