We Believe in the Value of Teams

Knowing how you’ll plan your financial future is extremely important. That’s where the REDW Wealth team can help. Our professional advisors are up-to-date on market strategies, policies and regulations, trust and estate matters, and more. From developing a plan to achieve your goals, to setting up ongoing management and administration of your portfolio, we offer a full range of services delivered with the highest ethical standards and professionalism.

CFP®, CWS®, CDFA®
Financial Planning Senior Manager
Operations Specialist
MBA, CFP®, AIF®
Senior Wealth Advisor
CRPS®
Retirement Plan Sales Consultant
CFP®
Senior Wealth Advisor
CFA®, CMT, CFP®
Co-Chief Investment Officer and Senior Wealth Advisor
Client Associate
Senior Wealth Management Associate
Operations Associate
Executive Administrator
AIF®
Operations Manager, Investment Analyst
CPA, CFP®, MBA, AIF®
Senior Tax & Investment Manager
CFP®, AIF®
Chief Trading Officer
CFP®, CRPC®, AIF®, AAMS®
Senior Investment Manager
CFP®, AIF®
Senior Portfolio Manager, Director of Operations
JD, MSFS, EA, AEP®, CLU®, ChFC®
Senior Financial Planner
CFA®, CFP®, AIF®
Co-Chief Investment Officer and Senior Investment Manager
CFA®, CFP®, AIFA®
Principal, Wealth Management Practice Leader

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.

Contact Us