Who is Redwood Financial Planning?
Redwood Financial Planning is a private wealth management and financial planning firm founded in 2018, headquartered in Scotch Plains, NJ. We work with our clients to ensure that their financial goals are met in a responsible way through the combination of comprehensive financial planning and portfolio management.
Our team has a single mission:
Help clients create, manage & protect their wealth.
We view every client relationship as an addition to our family and look to be a financial resource in all facets of life. Those we work with include successful professionals, corporate executives, business owners, entrepreneurs and individuals and families with substantial assets. While our clients investable assets typically exceed $500,000, we are able to serve clients at every asset level.
Core Principles
Our Business is built on a foundation of thoughtful client relationships.
- We are passionate about what we do and the we people we work with.
- We want to help people experience financial success.
Redwood Financial Planning functions as the primary resource for all financial issues our clients may face as they strive to achieve financial freedom.
Independence
Redwood Financial Planning is an independent firm. This means we are not obligated to use any specific investment or insurance strategy and can ensure a personalized solution that bests fits your financial needs.
We provide high value at a lower cost.
Hands On
Our staff consists of experienced professionals with a “hands on” approach to financial guidance.
Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.
As your Financial Professionals, we will do everything in our power to keep you focused on;
- Personal goals and objectives
- The tasks you need to complete to stay on track
Financial planning is a life long event and we want to be your partner.
Hands On
Our staff consists of experienced professionals with a “hands on” approach to financial guidance.
Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality.
As your Financial Professionals, we will do everything in our power to keep you focused on;
- Personal goals and objectives
- The tasks you need to complete to stay on track
Financial planning is a life long event and we want to be your partner.