Redwood Wealth Management Group
5.0
Wealth management firm in Newtown Square, PA providing investment management, retirement planning, tax planning, and estate planning services.
About
Redwood Wealth Management Group is a fee-only, fiduciary registered investment advisory firm serving clients in the Philadelphia region and across the country. The firm provides investment management, financial planning, retirement income planning, tax optimization strategies, and estate planning coordination.
The firm has a straightforward pricing structure with a simple fee schedule based on assets under management. Redwood's team includes experienced financial advisors dedicated to building long-term client relationships based on trust and transparent communication.
Services
Investment Management
Discretionary investment management with personalized portfolio strategies tailored to each client's unique goals, risk tolerance, and time horizon.
Financial Planning
Comprehensive financial planning encompassing all aspects of a client's financial life including cash flow, insurance, education funding, and retirement.
Retirement Income Planning
Strategies to create sustainable retirement income streams while managing risk and maximizing the probability of retirement success.
Tax Optimization Strategies
Proactive tax planning strategies designed to minimize current and future tax liabilities through strategic planning and tax-efficient investments.
Estate Planning Coordination
Coordination with estate planning attorneys and other professionals to ensure clients' estate plans align with their overall financial plan.
Credentials & Certifications
Reviews
