Advocating in Your Best Interest
Your members and stakeholders put a great deal of trust in your ability to advance your organization’s mission and remain financially healthy. Protecting donor contributions and gifts, creating a sustainable and long-term plan, and keeping your financial house in order are all important. Many of our advisors serve in volunteer capacities as board members and committee members, and they understand your challenges. We strive to protect your mission, no matter the market.
REDW Wealth is a fiduciary to your organization, and we put it in writing. From asset allocation design and investment policy statements to portfolio implementation and monitoring, we operate in your best interest with our duty of loyalty and care. In addition, we commit our time to provide a high level of service to the stewards of your organization by staying involved, communicating, and working closely with your team.
As your plan’s fiduciary financial advisor, we are not only your advocate, but an extension of your organization. We can help you meet your fiduciary responsibilities and maintain a high level of plan participation/enrollee satisfaction, which helps you retain engaged and highly qualified employees.
Fiduciary Assessments & Training
REDW Wealth offers a fiduciary assessment that provides a third-party opinion about your investments and the organizational process being followed, as well as methods for improving them.
Corporate Financial Wellness & Education
Research shows that people with the necessary tools and resources to manage their personal finances are usually healthier, happier and more productive than individuals who are experiencing stress because of money worries. REDW Wealth can partner with you to tailor a financial wellness program that meets the unique needs of your organization. Empowering people to take charge of their money and attain financial security is a win-win for everyone.
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.