With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your mortgage is one of the biggest expenses you may have in life, does it make sense to get rid of that… Read More
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The Redwood Tree is one of the tallest (350 feet tall) trees in the world, yet it cannot thrive in the wilderness alone. Because its roots are very shallow; often only five or six feet deep, they flourish in thick groves, where the roots can intertwine and even fuse together. This provides the Redwood tremendous strength against the forces of nature, allowing them to withstand high winds and raging floods. Our clients are like the Redwood and our network of specialists is the supporting grove. We help our clients reach their fullest potential by providing them financial guidance that allows them to confidently make financial decisions to weather the constantly changing economic climate.
What We Do
We help successful families boost their financial independence by providing on-going customized wealth management strategies.
Not every client is the same, however, most of our clients face these 5 common concerns:
- Accumulating Their Wealth
- Preserving Their wealth
- Mitigating Taxes
- Taking Care of Their Heirs
- Charitable Giving
Who We Serve
Our clients come from all walks of life. They are business owners, retirees, executives, doctors, nurses, etc. While each person has different goals and dreams, there are some common characteristics that our clients share.
Our Blog
Latest Updates
Where Do You Go for Financial Advice?
Where do you normally turn for your financial advice? If the answer is “mostly from CNBC or Fox Business,” it may be time to start a new relationship with a new financial professional. While most people tend to have the same ultimate goal of not outliving their money, they have quite different paths to get… Read More
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How and When to Sign Up for Medicare
Medicare can be a confusing topic as you approach your 65th birthday. Be sure to know what to expect as you reach this milestsone. Medicare enrollment is automatic for some. According to http://www.medicare.gov, for those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65. If you are… Read More
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2021 Limits for 401k, IRA and Roth IRA
On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. If you have any questions, reach out to us at Redwood. These limits are listed at http://www.irs.gov. 401(k)s. The salary deferral amount for 401(k)s remains… Read More
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Managing Money as a Unit
When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. Though it will take effort, it is not terribly difficult. The key is to ask each other some money questions—questions that pertain not only to your shared finances but also to… Read More
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What is a Credit Score? Why should I care?
For years, I have educated employees of companies on personal finance. I have found there is one common gray area that most people inquire. “What is a credit score?”. Many are confused and curious why they should care. In simplest form, a credit score is a number assigned to you that indicates to a money… Read More
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