Wealth management is best achieved with a holistic approach. It’s about designing long-term solutions for the big picture in addition to investing and accumulating money. With the goal of protecting and increasing your wealth, we consider:
- Your own set of financial challenges and planning unique to your life
- The critical step in allocating your investments with regards to your interest, risk tolerance and lifestyle
- Planning for retirement to allow access to your wealth
- Protecting what you’ve earned from potential losses related to taxes, health care costs and unforeseen accidents
- Transferring your wealth to loved ones with ease and peace of mind, while protecting it from taxes and legal obstruction
From the very first meeting we have with a potential client, the Redwood process is different. Our wealth managers help unite your current financial picture with life-planning solutions designed around you. As you grow, your challenges will change and evolve. Redwood advisors are trained to identify problems and offer advice for all areas of your life. Because we only accept a certain client profile, we can ensure that we have the time to devote to your unique situation.
To learn more, move your curser over each aspect of our wealth management services diagram below.
|Our Holistic Approach|
Analyzes risk management to help reduce potential financial losses in the event of an accident. Includes reviewing your home, auto and life insurance coverage to ensure you’re protected. Considering tax mitigation with investment decisions helps keep expenses as low as possible, allowing you to retain more assets.
Accomplished with investment management that considers long-term goals, risk tolerance and rebalancing. Portfolios are created according to modern portfolio theory using diversification and asset allocation. We help control client investment behavior to make long-term goals rather than short-term decisions.
Reviews your current strategy for passing your achievements on to loved ones or the institutions you choose. We review your current estate plan and work jointly with an attorney to ensure your assets transfer efficiently while also minimizing estate taxes.
Aligns our advice with your assets that are outside Redwood, such as current employee 401(k) plans or old employer IRAs and SEPs. We bring a holistic view to your financial household by reviewing your accounts to ensure you have a complete and harmonized portfolio.
|Business & Succession Planning|
Analyzes your current business and secession strategy to ensure it’s protected. By exploring a variety of risks regarding challenges such as taxes, insurance and transfer of control, we’ll make the appropriate recommendations and refer you to a reputable professional in that field.
|Financial Goal Planning|
Forms a financial strategy designed around you, whether it’s retirement planning, buying that second vacation home, or funding future college tuition for your children or grandchildren.