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 that helps to grow, preserve and transfer 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 you grow what you’ve worked so hard for. And as a fiduciary, you can count on us to be your advocate as well as your trusted advisor.
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.
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 tailor a plan that will help you feel confident and in control.