Dear Valued Clients,
In addition to serving our clients’ financial needs, Redwood is committed to staying in accordance with Federal and State laws and regulations. As a registered investment advisory firm, we are required to provide certain disclosure information on an annual basis to our clients. One such requirement is to provide either our full Form ADV (the “Brochure”) or a Summary of Material Changes made to the Brochure (including an offer to provide the entire Brochure) since its last filing. This is for your information only; no action is required on your part.
Our Brochure addresses matters such as the services we offer, the fees we charge, any potential conflicts of interest, and any additional information that is essential for you to know in regard to the delivery of the services we offer. We believe that the more you know about us and the services we provide, the stronger our relationship will be.
To access the cover page of our recently filed Brochure dated March 9, 2016 and a Summary of Material Changes made since last year please click here Redwood ADV Updates. If you prefer, we can send you a copy of the full Brochure. To obtain a copy of the full Brochure, email us at firstname.lastname@example.org or call 678-390-3300.
This Brochure, as well as additional information about our firm, is available on the SEC’s website, www.adviserinfo.sec.gov. For more information you can also visit our website, which is https://www.redwoodwm.com/.
We appreciate your trust and confidence in Redwood, and we look forward to helping you reach your financial goals.
Shawn Meade, CFP®
Partner, Chief Compliance Officer