The Future Is Bright

You may be just starting out with dreams and hopes, or you may have ideas and questions about the assets you’ve accumulated over a lifetime. Either way, you have important decisions to make, and we are interested in hearing your story. Our experienced wealth management professionals will work with you to create a plan aimed at growing, preserving, and transferring your wealth.

Together, we look at your current investment portfolio, tax situation, your life plans, as well as your charitable giving and goals for preserving your wealth for future generations. We’ll help prepare a plan geared towards growing what you’ve work so hard for. And as fee-only fiduciary advisors, you can count on us to be your advocate as well as your trusted advisor.

Financial Planning

The right planning can get you on the path toward creating the life you want for you and your family. REDW Wealth advisors are experienced at helping clients achieve a wide range of goals – from estate plans that preserve assets and minimize taxes to retirement strategies to help withstand a broad range of concerns.

Wealth Management

Complete financial affairs require integrated, efficient management.  All the parts need to work together to achieve the best financial results and peace of mind that comes with knowing you have a handle on your finances.

Specialized Planning Services

Are you interested in a customized strategy for a portfolio or Social Security benefits? Our advisors can provide guidance on timing, potential risk, and outcomes.

Claiming Social Security Retirement Benefits

One of the most significant financial decisions that an individual or couple faces is how and when to claim Social Security retirement benefits. Recent changes enacted by Congress have enacted different claiming rules for couples in the same household. Our team of advisors can help you make wise decisions for this foundation of your retirement income.

Stock Option & Cash-Flow Planning

Many executives and employees have significant resources in stock options, appreciation rights and discount purchase plans. Our advisors develop individual strategies to help you achieve higher after-tax wealth while reducing overall risk.

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 we can tailor a plan intended to help you feel confident and in control.

Contact Us

Fair and Balanced Disclosure

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth, LLC. Tax and accounting services provided by REDW, LLC.