Financial Planning Is All About You

Whether you’re a business owner thinking of expanding your business or an individual overwhelmed by the many choices surrounding your impending retirement, we can help you get a handle on your financial future, so you can feel confident and in control.

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals. A planning engagement with a REDW Wealth advisor may range from a simple cash flow analysis to a complete financial plan that investigates every aspect of your financial life.

Our job is to provide you with direction and assistance in prioritizing the allocation of resources and understanding what you need to know to make wise financial decisions.

Our Universe of Financial Advice, Planning, and Wealth Management Guide illustrates, at a glance, the broad range of financial planning issues. We focus on four broad but interconnected areas of planning – Estate Planning, Business Planning, Investment Planning, and Retirement Planning – and look for ways to maximize your income while minimizing your risk.

And long before someone completes your income or business tax return, our experts will have presented you with smart Tax Planning and Risk Management strategies.

In Your Best Interest

Our advisors are fee-only fiduciaries, meaning we have no conflicts of interest in working with you, we sell no products to help you achieve your goals, and we are required to give you advice that aims only to work to your benefit.

What’s more, most REDW Wealth Advisors hold advanced degrees or have earned financial credentials that support and speak to their expertise, including:

  • Accredited Asset Management Specialist (AAMS®)
  • Accredited Investment Fiduciary (AIF)
  • Accredited Investment Fiduciary Analyst (AIFA)
  • Accredited Estate Planner (AEP®)
  • Certified Financial Planners (CFP®)
  • Chartered Financial Analysts (CFA)
  • Chartered Financial Consultants (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Market Technician (CMT®)
  • Chartered Retirement Planning Counselor (CRPS®)
  • Juris Doctor (JD)
  • Enrolled Agent (EA)
  • Memberships with the National Association of Personal Financial Advisors (NAPFA) and the CFA Institute

Our clients come to us because of our proactive approach to managing wealth, reducing risk, and making wise decisions concerning investing and tax planning.


Business Planning

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

Investment Planning

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

Retirement Planning

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

Estate Planning

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

Financial Planning for You


The Universe of Financial Planning Guide

Explore the broad reach that REDW Wealth Managers have in dealing with many of the financial issues concerning you, your family, or your business.


Schedule a free Planning Engagement Today

No matter how complex or easy your goals may be, REDW Wealth Managers look forward to working with you to achieve your financial objectives.