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.

AIF®
Operations Manager, Investment Analyst
CPA/PFS, CFP®, AIF®
Senior Financial Consultant
CFA®, AIF®
Chief Investment Officer
JD, MSFS, EA, AIF®, AEP®, CLU®, ChFC®
Senior Financial Planner
CFP®, AIF®
Senior Portfolio Manager, Director of Operations
Operations Specialist
CFA®, CFP®, AIFA®
Principal, Wealth Management Practice Leader, REDW Wealth
CRPC®, AIF®, AAMS®
Senior Investment Manager
CFP®, AIF®
Chief Trading Officer
Wealth Management Associate
CPA, MBA, AIF®
Tax & Investment Manager
CPA/PFS, CFP®, AIF®
Tax Senior Manager
Executive Administrator
CPA/PFS, CEP®, AIF®
Tax & Investment 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