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




SCOPE OF OUR SERVICES

Cash Flow Planning

Retirement Planning

Investment Planning

Education Planning

Philanthropic Planning

Risk Management

Estate Planning

*Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.


REALISTIC STRATEGIES

Redwood Financial Network could help you pursue your financial goals by finding the intersection between what you want and what is financially possible. We do so by talking with you and — more importantly — listening to you. We then incorporate that information and utilize established wealth management strategies to assist you. Our goal is to create a process through which you can gain confidence in the firm with which you have chosen to pursue your financial objectives

FINANCIAL PARTNER

Our Wealth Advisors have partnered to create a client-centered, registered investment advisor. We are determined to constantly adapt and improve our services and to be associated with firms who are committed to the same goals as we are: providing clients with a high level of financial advice and service.

WHAT WE BELIEVE

Redwood Financial Network utilizes tactical asset allocation* that relies on an ongoing comprehensive analysis of global economic and market conditions.  We attempt to mitigate risk and maximize return. Simply, our objective is to help you achieve the returns that are appropriate given your specific risk tolerance.  Redwood Financial Network offers various portfolio models, each with a range of investment risk. Before selecting your portfolio model, we talk to you about your understanding of and ability to accept the risk. The goal is to select a portfolio model where you can feel comfortable in both good and bad economic times.

THE NEW ECONOMY

Investment management is an ongoing process. Each day brings new economic data, with fresh insights into the global economy and its implications for our portfolios. We no longer live in a world where we believe “set and forget” is the formula for investment management. The new economic times require investment managers to be alert and flexible, ready to act and prepared to hold back. Having a systematic approach to creating and maintaining portfolios allows us to combine patience with opportunity,
bringing you dispassionate decisions in a volatile world.

*Tactical asset allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

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