Proudly Serving the Southwest
We partner with some of the Southwest’s most influential families, institutions, businesses, and tribes. Our service partnerships are dedicated to improving their financial well-being and enhancing their financial knowledge.
At REDW Wealth, we strive to set an example for financial leadership and responsibility. Our clients choose us because they trust our commitment to acting as a fiduciary, always in their best interest, and for our ability to deliver consistently strong and high-quality financial results.
Who We Serve
1
Individuals & Families
We specialize in planning for your lifetime.
We serve a variety of inspiring families and individuals who want to build a thoughtfully planned and sustainable future. Our clients receive personalized service for today and for many years to come.
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2
Business Owners
We look at more than the business.
From tax planning to retirement planning and succession strategy, our consultation for business owners involves a scope that is tailored throughout the business life cycle.
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3
Institutions
Your mission is important, no matter the market conditions.
We serve a wide range of corporate clients, including nonprofit organizations and foundations. Our services include investment management, retirement plan advisory, internal audits, investment policies, asset allocation design, and fiduciary consulting.
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4
Retirement Plans
Solid fiduciary practices benefit both employees and plan sponsors.
Our investment advisory practice works with plan sponsors to ensure they have selected the best service alternatives and investment vehicles. We offer three distinct advantages: investment vehicles best suited to your particular plan; a fee-only structure; and our fiduciary education models and individualized education programs.
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5
Tribes
Building tribal financial security for more than two decades.
We offer investment portfolio design aimed at creating stability for future generations. We also provide investment management, retirement plan advisory services, fiduciary reviews, and financial education for employees and tribal members.
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Who We Serve
1.
Individuals & Families
2.
Business Owners
3.
Institutions
4.
Retirement Plans
5.
Tribes
We Can Help
Whether you are just starting to think about your financial goals, or you’re looking for peace of mind while organizing your financial affairs, we can tailor a plan that will help you feel confident and in control.
