Success That Is Culturally Grounded

Through collaboration with our many tribal clients, we’ve learned how their resources are important for tribal self-reliance, honor, and endurance. We have partnered to help build their financial strength and secure the future for new generations.

Tribes look to our deep knowledge of the unique rules and management strategies that apply to many aspects of their organizations. These organizations are able to draw upon our long experience and technical expertise, as well as our respect for tribal sovereignty, culture, and the intricacies of tribal government.

REDW Wealth’s experienced team of wealth advisors can design and manage an investment portfolio to help protect your tribe’s economic strength and stability for future generations. We also provide retirement plan investment advisory services, fiduciary assessments, RFP consulting, and financial education for employees and tribal members.

Investment Management & Consulting

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 Tribe by staying involved, communicating, and working closely with your team.

Retirement Plan Advisory

As your plan’s fiduciary financial advisor, we are not only your advocate, but an extension of your Tribe. Our goal is to help you meet your fiduciary responsibilities and maintain a high level of plan participation and 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.

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 intended to help you feel confident and in control.

Contact Us

Fair and Balanced Disclosure

Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. 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. 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.