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.

CFA®, CFP®, AIFA®
Principal, Wealth Management Practice Leader, REDW Wealth
CPA/PFS, CFP®, AIF®
Senior Financial Consultant
JD, MSFS, EA, AIF®, AEP®, CLU®, ChFC®
Senior Financial Planner
CFA®, AIF®
Chief Investment Officer
CFP®, AIF®
Chief Trading Officer
CFP®, AIF®
Senior Portfolio Manager, Chief Operations Officer
AIF®
Senior Investment Manager
CPA, MBA, AIF®
Tax & Investment Manager
CPA/PFS, CEP®
Tax & Investment Manager
MS, CFP®, AIF®
Financial Planning Manager
CPA/PFS, CFP®, AIF®
Tax Senior Manager

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