The Whole Team Behind You
Few firms can match the intellectual capital of Redwood Wealth Management. Every wealth manager at Redwood holds a post graduate degree and has extensive work experience, often with Fortune 500 companies.
To help clients navigate the increasingly complex world of taxes, the firm boasts CPAs with expertise in all types of business entity and personal taxation.
The wealth managers have also completed the rigorous requirements for the CERTIFIED FINANCIAL PLANNER™ designation and the Investment Committee is chaired by a Chartered Financial Analyst®.
