Redwood Wealth Management

A fee-only, independent advisory firm

Our Philosopy

Here at Redwood Wealth Management, we feel that the best advisor is an objective advisor.

Keeping You First

That’s why Redwood follows the criteria of a fee-only investment firm. Our advisors aren’t compensated when you purchase a financial product that they recommend. It’s a standard that we, and all members, of the National Association of Personal Financial Advisors believe in and agree to uphold. Without such incentives, you can be confident our Wealth Managers are giving advice that has your best interests at heart.

We also believe a highly credentialed team and rigorous analysis are essential to ensure you meet your retirement goals and protect your wealth. There’s no compromise for having the highest standards of ethics, education and professional excellence.

At the Core of Everything We Do

In addition, the Codes of Ethics established by the CFP Board (governs Certified Financial Planners) and CFA Institute (governs Chartered Financial Analysts) guide everything we do:

Integrity

Provide professional services with integrity. Integrity demands honesty and candor which must not be subordinated to personal gain and advantage. Place the integrity of the investment profession and the interests of clients above their own personal interests.

Objectivity

Provide professional services objectively, which requires intellectual honesty and impartiality.

Competence

Maintain the knowledge and skill necessary to provide professional services competently. Competence means attaining and maintaining an adequate level of knowledge and skill, and application of that knowledge and skill in providing services to clients. Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals.

Fairness

Be fair and reasonable in all professional relationships. Fairness requires impartiality, intellectual honesty and disclosure of material conflicts of interest.

Confidentiality

Protect the confidentiality of all client information. Confidentiality means ensuring that information is accessible only to those authorized to have access.

Professionalism

Act in a manner that demonstrates exemplary professional conduct. Professionalism requires behaving with dignity and courtesy to clients, fellow professionals, and others in business-related activities.

Diligence

Provide professional services diligently. Diligence is the provision of services in a reasonably prompt and thorough manner, including the proper planning for, and supervision of, the rendering of professional services.

Reasonable Care

Use reasonable care and exercise independent professional judgement when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional services.

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