The Universe of Financial Advice, Planning, and Wealth Management begins with you, the client. Our guide illustrates the broad range of interconnected areas of financial planning – Estate Planning, Business Planning, Investment Planning, and Retirement Planning – and looks for ways to maximize your income while minimizing your risk.

Begin exploring The Universe of Financial Planning

Business Planning

Includes employer-sponsored plans, executive compensation, employee benefits, succession planning.

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Investment Planning

Includes basic investments, personal needs planning, specific needs planning, alternative investments, asset allocation.

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Retirement Planning

Including individual retirement plans, retirement income planning, supplemental benefits, distribution planning.

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Estate Planning

Including basic estate planning, advanced estate planning, charitable planning, minimize transfer tax.

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Evaluating Your Tax Strategies

With the Universe of Financial Advice, Planning, and Wealth Management our wealth managers use Strategic Income Tax Planning as one of the three lenses through which we evaluate financial and investment decisions.

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Managing Your Risk

While each individual is the ultimate decider of the financial decisions you face, we’ll help you make informed decisions using facts and evaluating real alternatives with Risk Management Planning.

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The 5 C's of Maximizing Income while Minimizing Risk

How our 5 C’s of Client Service can help increase your income and reduce risk.
1

Clarity

Our clients seek clarity about their financial lives, resources, goals and objectives so that they can make informed decisions about their financial future.
2

Creative Solutions

Our clients receive customized and creative solutions that take into account all of their individual goals and objectives.
3

Coordination

Our clients have other professionals they work with and our job is to collaborate with those professionals to avoid gaps in our clients’ planning and wealth management. We help fit the pieces of their financial puzzle together for the best outcome.
4

Catalyst

Our clients look to REDW Wealth to plan for what’s important to them, in an effort to ensure that it gets accomplished.
5

Course Correction

The future is uncertain and even the best plans require adjustments to meet changing circumstances.

The 5 C's of Maximizing Income while Minimizing Risk

How our 5 C’s of Client Service can help increase your income and reduce risk.
1. Clarity
2. Creative Solutions
3. Coordination
4. Catalyst
5. Course Correction

Now Discover a Plan Built for You

Partnering with REDW Wealth helps you chart your financial course with confidence whether you’re seeking:
1.
An investment plan to build a portfolio of assets
2.
An estate plan to preserve assets and minimize taxes
3.
An income strategy that develops a tax-optimized stream of income in retirement

How can we help?

Connect with our team of professionals who will work with you to bring clarity to your financial goals.

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Fair and Balanced Disclosure

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. 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.