Redwood Wealth Management, LLC, a fee-only, independent advisory firm located in Alpharetta, Georgia, has joined Wipfli Financial Advisors, LLC, a national wealth management firm.
A big draw for both firms to combine was their shared values and how well-aligned their cultures are.
“Both firms put people first,” said Shawn Meade, Partner and Wealth Manager at Redwood. “Whether it’s delivering an exceptional client experience or giving our people the opportunities they need to continue growing, we share the same values. By joining together, we can take our commitment to our clients and associates to the next level.”
The two firms’ alignment extends to their operating philosophies as well.
Lane Steinberger, Partner and Chief Investment Officer at Redwood, said, “Wipfli Financial and Redwood are aligned not just in our cultures but also in how we serve clients. Because we take the same evidence-based approach to investing, and because we share the same philosophy in serving clients with comprehensive financial planning that accounts for each aspect of their lives, we knew Wipfli Financial was the right firm to join. We look forward to growing as one firm.”
Redwood will expand Wipfli Financial’s presence in the southeast U.S., as well as bolster the firm with additional high-quality talent.
“From their technical expertise to their solid leadership, Redwood brings exceptional people to our team,” said Jeff Pierce, principal and chief executive officer at Wipfli Financial. “Their incredibly strong alignment with our firm’s culture, mission and values is going to enable a seamless transition for clients and empower both teams to deliver a quality and consistent client experience.”
By joining Wipfli Financial, Redwood gains access to the firm’s dedicated operations teams — from client service to investment resources — which will allow its financial advisors to dedicate more time to serving clients and growing the firm. Redwood and its clients will also benefit from Wipfli Financial’s affiliation with Wipfli LLP, a top 20 national accounting and consulting firm that provides a significant variety of services, including tax, business valuation and transaction support, strategic planning, technology, cybersecurity and more.
Wipfli Financial reached a milestone of $5 billion assets under management in 2021.
The acquisition closed on December 31, 2021.
Wipfli Financial Advisors, LLC (“Wipfli Financial”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC); however, such registration does not imply a certain level of skill or training, and no inference to the contrary should be made. Wipfli Financial is a proud affiliate of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial’s management, operations, services, fees and conflicts of interest is set forth in Wipfli Financial’s current Form ADV Part 2A brochure and Form CRS, copies of which are available from Wipfli Financial upon request at no cost or at www.adviserinfo.sec.gov. Wipfli Financial does not provide tax, accounting or legal services.