We exist to help a select number of successful families and businesses reach their fullest potential and pursue their most cherished financial goals. Our mission is to listen and understand each client’s unique vision and then assist them in crafting a concise, comprehensive plan that preserves their present assets from the unforeseen, builds their wealth for the future, and perpetuates their independence in the form of meaningful legacies.
We treat our clients with the utmost respect and operate with integrity at all times. Trust is the most important factor in a successful client-advisor relationship, and we do everything possible to earn and maintain this trust. The success and longevity of our firm are predicated upon providing comprehensive service and advice. We are an independent financial advisory firm that offers no proprietary products, and as a result, we are free to offer strategies that are truly in our client’s best interest. In short, we will always place the interests of our clients ahead of our own.
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
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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