Redwood Private Wealth

Redwood Private Wealth, LLC is a registered investment advisor based in Phoenix, Arizona, established in 2021. The firm specializes in managing investment portfolios for individual clients, high net-worth families, and businesses. Redwood offers personalized financial planning and investment advice tailored to clients' financial goals, objectives, and risk tolerances. Clients have the option to engage Redwood on a discretionary or non-discretionary basis, with discretionary clients allowing Redwood to make investment decisions without prior consent. Non-discretionary clients must approve all account transactions. Redwood provides services such as portfolio management, financial planning, and consulting on a fixed fee or hourly fee basis. The firm may recommend third-party services like Estate Guru for estate planning and UPTIQ for financial intelligence. Redwood's fee structure includes negotiable assets under management fees, technology fees, and financial planning fees. The firm does not engage in performance-based fees or side-by-side management. Redwood does not have any disciplinary history and maintains a Code of Ethics to ensure fiduciary duty to clients. The firm does not have custody of client assets and recommends custodians like Charles Schwab & Co., Inc. and Interactive Brokers, LLC. Redwood may receive economic benefits from custodians and referral fees from solicitors. The firm typically does not vote client proxies and does not solicit fees in advance that exceed $1,200 per client.