REDW Wealth LLC

REDW Wealth LLC provides personalized financial planning, investment advisory and wealth management services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, small businesses, Native American tribes, and state and local governments. The brochure describes services that include investment management, cash‑flow and tax planning, estate planning reviews, retirement and education funding advice, DST and 1031 exchange assistance, and tax preparation (the latter often performed in the preparer’s separate professional capacity).

The firm generally manages client assets on a discretionary basis under written Investment Policy Statements and emphasizes strategic asset allocation with tactical adjustments, primarily using exchange‑traded funds and no‑load mutual funds while also employing individual equities, bonds and private investments when appropriate. REDW Wealth operates as a fee‑based advisor (stating it does not accept commissions), may use account aggregation tools, and places trades through qualified custodians such as Charles Schwab Institutional.

Distinctive features noted in the brochure include its status as a wholly owned subsidiary of REDW LLC, a certified public accounting firm, which creates opportunities for coordinated tax and advisory work and internal referrals; the firm also documents tailored arrangements for Native American sovereign nations and reports work with state and municipal clients and DST/1031 transactions, client types and services that are less common among similar team firms. The firm further issues newsletters and special reports to clients and participates in custodial institutional programs that provide educational and conference credits used to support advisor training and research.