Our Why
REDW Wealth shares the mission and vision of our parent firm, REDW LLC:
We are passionate about making meaningful contributions in the lives of each other, our clients and our communities.
Our approach is based on the trusted relationship between our advisors and their clients. Through ongoing collaboration, we work to see your goals the way you do, and act as advisors along the way. From the beginning, we endeavor to achieve these three important things:
1.
A clear understanding of what is important to you.
2.
An excellent fit of products and services for your needs.
3.
Results that provide confidence in your financial future.
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.
REDW Wealth is an SEC-registered subsidiary of REDW LLC, which means that we have the ability to draw on the resources within all areas of the firm. Clients who come to REDW for their business accounting needs are able to seamlessly integrate their investment and retirement planning needs in a more holistic way. And our wealth clients can be assured that their relationship with us can extend as needs arise in the direction of business accounting and advisory, human resource consulting, business valuation and litigation, and many other financial services.
Our Commitment to You
1
We will act with integrity.
Holding ourselves to the highest ethical standards
We will treat you with courtesy and respect at all times. And we’ll keep our word and deliver on our promises.
2
We will act as a fiduciary to you.
Putting your interests above all other interests
In the day-to-day actions of our business, we pledge to put personal agendas aside and work for the greater good of our clients.
3
We will maintain confidentiality.
Securing all non-public personal and private information.
Privacy is something we take very seriously, at all times. We pledge to keep your information safe. Read our privacy policy.
4
We will strive to exceed your expectations.
Looking ahead to find the right solutions for you
We will work to anticipate your needs and collaborate with other professionals to deliver solutions that help you achieve your goals.
5
We will listen attentively.
Letting your goals drive our solutions
Your goals are important. We’ll focus on them until you see the results you want.
6
We will be transparent.
Fee structures that make sense
We believe that honesty is the best policy.
Our Commitment to You
1.
We will act with integrity.
2.
We will act as a fiduciary to you.
3.
We will maintain confidentiality.
4.
We will strive to exceed your expectations.
5.
We will listen attentively.
6.
We will be transparent.
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.
