Who We Serve
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.
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.
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.
Solid fiduciary practices benefit both employees and plan sponsors.
Our investment advisory practice works with plan sponsors to ensure they have selected service alternatives and investment vehicles that meet their specific needs. 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.
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
We Are Fee-Only Fiduciaries
We have a legal and ethical obligation to put your interests first.
Our Team Has Broad Expertise
Our team members provide personal attention and technical excellence.
We Offer Creative Solutions
We stay up to date with the latest trends, combined with a careful long-term strategy.
We Offer Honest Communication
We strive to make our communications with you meaningful.
We Build Relationships on Trust & Respect
We’re in this for the long-run.
How We Are Different
Not having a strategy is like leaving your goals to chance.
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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.
Fair and Balanced Disclosure
Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with REDW Wealth, LLC. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’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 financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Professional credentials and designations should not be used as the sole determining factor in obtaining or retaining the services of an investment adviser. Please see our disclosure page for further information on the professional designations discussed herein. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. 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.