January 1, 2021
REDW Wealth LLC (REDW Wealth) is a limited liability company that is an SEC Registered Investment Advisor and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not mean that the firm or its employees are endorsed by the Commission. Being a “registered investment adviser” or describing ourselves as being “registered” does not imply a certain level of skill or training.
REDW Wealth LLC provides personalized confidential financial planning, investment, family office and wealth management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, small businesses, and Native American tribes.
Not a Solicitation to Buy or Sell Securities
The use of this website does not mean that REDW Wealth is making a solicitation to:
- Buy or sell any security or effect any transaction with securities.
- Render personal investment advice for compensation.
- It does not imply or create any type of professional relationship with the user
- And it does not provide any personal, business, tax, legal, investment or financial
Website Material DOES NOT Constitute Financial Advice
The information provided on this website is general and educational in nature and does not take the place of individual consultation with an investment advisor or financial planner. The materials provided on this website has no connection to the specific investment objectives, needs, goals, or financial situation of any given visitor. The projections and comments on this site do not constitute legal, accounting or tax advice. Any reference to third parties are based on information obtained from sources that are believed to be reliable but are not guaranteed as accurate. Visitors should not consider the material contained on this site as a substitute for the proper exercise of their own judgement.
By their nature, financial projections are hypothetical. Stock market performance calculations are based on average constant rates of return. In reality, financial markets fluctuate and as such, financial calculations for a portfolio must be based on actual results that reflect those changes. Any planning that looks to the future must be reviewed periodically to adjust for market conditions, as well as changes in personal goals, objectives, and any other factors.
Past performance cannot be used as an indicator of future performance of any specific investment or investment strategy (including those mentioned on this website). Nothing in the content of this website suggests that any investment or strategy will be profitable or equal any historical performance levels.
Risks are associated with all investing. Investing in financial instruments such as stocks, bonds, exchange traded funds, mutual funds, and money market funds involve the risk of loss. Principal loss can occur. Some higher risk funds may use borrowing to enhance their returns. Borrowing can magnify gains and losses. Foreign investing involves special risks, including currency risk, along with political and other economic risks. Foreign investing may also be subject to greater volatility. A firm, fund, or market’s past investment performance is not a guarantee or predictor of future investment performance.
Rankings and Recognition
Unaffiliated ratings services and or publications may rate, rank, or give other recognition to REDW Wealth LLC. That ranking and or recognition does not give any assurance that the future performance of any specific investment, or planning technique (including those that REDW Wealth recommends), will be successful, profitable, or match any historical performance level(s). Generally, rankings, ratings and recommendations are based on information prepared and submitted by REDW Wealth LLC.
Archived Newsletters and Web Content
Certain portions of this web site (i.e. newsletters, articles, commentaries, etc.) may discuss and or provide access to general information about securities and planning recommendations as of a certain date. Financial markets are constantly changing and planning recommendations are heavily impacted by changes in law, especially tax law. As such, previous commentary may be outdated and in some cases, may not fit any given individual’s personal circumstances. Visitors to this site cannot assume that those discussions serve as the receipt of, or a substitute for, a personalized engagement with REDW Wealth. REDW Wealth is authorized to give tax and accounting advice, but only within the confines of a written individual engagement with our clients. We are not a law firm and we do not give legal advice.
All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Articles and videos may be provided on this web site from third party providers with which we have a strategic relationship. Hyperlinks on this website are provided to you as a convenience and we disclaim any responsibility for services, products, information or opinions found on other web sites.
Links to 3rd party websites or content
This web site may direct individuals to economic calculators or similar devices on other web sites. All users of these calculators or devices acknowledge and understand that the information resulting from the use of any such device is not, and cannot be construed, in any manner, as the receipt of, or substitute for a personal financial engagement with REDW Wealth or any other financial professional within our firm.
Facebook and Linkedin Disclosures
Any user clicking a Like button does not constitute a testimonial or endorsement of REDW Wealth LLC or any of its investment advisor representatives. On Facebook and Linkedin pages, “LIKE” is not meant as is traditionally understood. Our postings do not recommend investment advisory services or provide testimonials for REDW Wealth or any of its representatives, as they are strictly prohibited by the SEC. If we see such a post, we are required to delete it. Additionally, no one who comments on our pages is allowed to post any specific securities recommendations and no questions about a specific investment or advisor may be answered on Linkedin or Facebook pages. Should you wish to convey an opinion to us, please send an email to Paul Madrid at firstname.lastname@example.org.
The content of this web site is provided “AS IS” and does not have any warranties of any kind, either expressed or implied. To the fullest extent permitted by law, REDW Wealth LLC expressly disclaims all warranties, express or implied, including, but not limited to, any warranties of merchantability; fitness for a particular purpose; or non-infringement of intellectual property. Although we strive to maintain the accuracy and currency of the material on this web site, we make no warranties or representations as to it being accurate or current. Each client and prospective client agrees, as a condition prior to access to this web site, to release and hold harmless REDW Wealth LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any actions or omissions which are independent of the receipt of an individual personalized engagement for advice from REDW Wealth LLC.