The Redwood process for wealth management
From the very first meeting we have with a potential client, the Redwood process is different. True wealth management is client centered in that every step moves you closer to the life you want to lead. Because we take the time to understand our clients’ values and goals, we can design strategies that will encourage success. Because we only accept a certain client profile, we can ensure that we have the time to devote to your unique situation. The Redwood process promotes:
- Wealth Preservation:
We design strategies to protect what you have already earned.– Asset allocation:
Our investment strategy is centered around diversification,
with the goal of protecting your assets.– Business and Succession Planning:
We analyze your business to ensure it is
protected an that you are ultimately rewarded for the value
you created.– Risk Management:
We analyze your existing insurance coverage to ensure your
policies address your specific risks. - Wealth Enhancement:
We help grow your assets to make sure you do not outlive your money.– Taxes:
We review your tax strategy and work with your CPA to
reduce tax expense.– Retirement Planning:
We help you identify and implement a plan to love the
retirement you desire.– Investments:
We offer institutional-level investment expertise to help
grow your assets.
- Wealth Transfer:
When the time comes, we will help you pass on what you have achieved to the people or institutions you choose.– Estate Planning:
We review your current estate plan and recommend a
competent attorney to ensure your assets transfer to your
beneficiaries in the most efficient manner while also
minimizing estate taxes.– Legacy Planning:
We help you preserve your legacy by creating tax-efficient
solutions for charitable giving.
Designing Solutions Together
True wealth management is helping you design solutions for your own set of financial challenges with the ultimate goal of protecting and increasing your wealth. The allocation of your investments is a critical step in developing your unique plan and our advisors have the expertise in investment management, tax, and asset protection to develop a portfolio that suits both your risk tolerance and your stated goals. As you grow, your challenges will change and evolve. The wealth managers at Redwood are trained to identify problems and offers solutions for all areas of your life.
