Skip to main content
Skip to primary sidebar
Skip to footer

Redwood Wealth Management

A fee-only, independent advisory firm

About Us
Services
- What We Do
- Case Studies
Resources
Client Login
Contact Us
Form CRS

Wealth Managers

Primary Sidebar

Wealth Managers

Shawn Meade CPA, MS, CFP®
Partner, Wealth Manager
Brian Huey MBA, CFP®
Wealth Manager

Financial Planners

Melissa (Missie) Beach CFP®, CDFA®
Director
Vincent Clark CFP®, EA
Senior Financial Planner
Pierre L. Sorée CFP®, MBA
Financial Planner

Investment Department

Lane Steinberger DBA, MBA, CFA, CFP®
Partner, Chief Investment Officer

Operations

Lisa Edwards
Operations Manager
Nicole Meade PHR®, SHRM-CP, M.Ed.
Human Resource Development

Footer

200 Milton Park
11175 Cicero Drive, Suite 510
Alpharetta, GA 30022
(P) 678-390-3300
info@redwoodwm.com

Subscribe

Sign up for the Redwood Wealth Management newsletter.
Name*
First Last
Email*
Enter Email Confirm Email

Recent Articles

To Pay off my Mortgage Early or Not; That is the Question

Divorce & Taxes

Redwood Investment Update – The Stock Market, Vaccine, and Robinhood

Missie Beach Quoted in Bankrate.com – A New Look at the Emergency Fund

Site Map

All Content © 2009-2021 Redwood Wealth Management, LLC

Website by SangFroid Web Design