Thoughts on Investing (Winter 2019) – Changes in the RIA Industry and what they may mean for investors
December 11, 2019
Download printable newsletter Back in October, Charles Schwab & Co....
Who We Serve
We proudly serve some of the Southwest’s most influential families, institutions, businesses, and tribes. Our service partnerships are dedicated to improving their financial well-being and enhancing their financial knowledge.
Individuals & Families
We specialize in planning for your lifetime.
We serve a variety of inspiring families and individuals who want to build a thoughtfully planned and sustainable future. Our clients receive personalized service for today and for many years to come.
Business Owners
We look at more than the business.
From tax planning to retirement planning and succession strategy, our consultation for business owners involves a scope that is tailored throughout the business life cycle.
Institutions
Your mission is important, no matter the market conditions.
We serve a wide range of corporate clients, including nonprofit organizations and foundations. Our services include investment management, retirement plan advisory, internal audits, investment policies, asset allocation design, and fiduciary consulting.
Retirement Plans
Solid fiduciary practices benefit both employees and plan sponsors.
Our investment advisory practice works with plan sponsors to ensure they have selected the best service alternatives and investment vehicles. We offer three distinct advantages: investment vehicles best suited to your particular plan; a fee-only structure; and our fiduciary education models and individualized education programs.
Tribes
Building tribal financial security for more than two decades.
We offer investment portfolio design aimed at creating stability for future generations. We also provide investment management, retirement plan advisory services, fiduciary reviews, and financial education for employees and tribal members.
How We Are Different
You will never have a problem finding a financial advisor. The challenge in finding the right one lies in deciding on your personal financial goals, and then thoroughly investigating the integrity and credentials of potential candidates. At REDW Wealth, we’re perfectly clear about why and how we serve you.
1
We Are Fiduciaries
We have a legal and ethical obligation to put your interests first.
As a Registered Investment Advisor (RIA) regulated by the Securities and Exchange Commission (SEC), we already operate as a fiduciary. Being a fiduciary means we have a responsibility and duty to our clients to act in their best interests.
2
We Are Fee-Only Advisors
The only revenue we receive is paid by the individuals and institutions that hire us.
We do not earn or accept commissions, rebates, 12(b)-1 fees (unless rebated back to a retirement plan), referral fees, or other remuneration either direct or indirect based upon our recommendations. We accept no product provider incentives.
3
Our Team Has Broad Expertise
Our team members provide personal attention and technical excellence.
Our advisors include practicing CPAs, Personal Financial Specialists, CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® charterholders, Accredited Investment Fiduciaries®, an attorney, an Accredited Investment Fiduciary Analyst®, as well as other credential holders.
4
We Offer Creative Solutions
We stay up to date with the latest trends, combined with a careful long-term strategy.
Many of our clients have financial lives that are quite complex. We make sure that the many pieces of their financial puzzle fit together in a workable plan. Our advisors can work with a client’s outside professionals when necessary, to assure peace of mind and confidence about the future.
5
We Offer Honest Communication
We strive to make our communications with you meaningful.
We’ll ask thoughtful questions, listen, and give you the best of our expertise. And we’ll also take time to understand your particular situation and life goals before we design a plan that is unique to you.
6
We Build Relationships on Trust & Respect
We’re in this for the long-run.
We pledge to create an environment where your questions and concerns are heard, where we get to know what really matters to you.
How We Are Different
You will never have a problem finding a financial advisor. The challenge in finding the right one lies in deciding on your personal financial goals, and then thoroughly investigating the integrity and credentials of potential candidates. At REDW Wealth, we’re perfectly clear about why and how we serve you.
1. We Are Fiduciaries
2. We Are Fee-Only Advisors
3. Our Team Has Broad Expertise
4. We Offer Creative Solutions
5. We Offer Honest Communication
6. We Build Relationships on Trust & Respect
Not having a strategy is like leaving your goals to chance.
You spend a lifetime working hard, accumulating wealth, concerned about your family and finances – often not knowing whether you’re making the right decisions to reach your goals. Without a plan, how do you know where you’ll be?
1.
Will you be able to retire comfortably or will you have to work long after you had hoped?
2.
Will you be able to pass your wealth to your heirs or will it dissipate?
3.
Do you have an advisor you can trust and who has your best interests in mind?
We at REDW Wealth can help. Since 1997, REDW Wealth has successfully advised individuals and families in the Southwest, as well as tribal entities, foundations and corporate clients to build and protect their wealth.
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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
trusted relationships that we have with our clients.