Redwood Wealth Management Group, LLC

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Client assets under management

$250,612,924

Clients

400

18% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

133

Very High

Average account size

$626,532

About

Redwood Wealth Management Group, LLC advises individuals, trusts, foundations, pension and profit‑sharing plans, and corporations, providing financial planning, asset management, and will-and-trust education and document support. The firm reports roughly $317 million in regulatory assets under management and generally requires $250,000 for asset management services while offering financial planning engagements without a set minimum.

RWMG manages accounts on both discretionary and non‑discretionary bases, applying customized asset‑allocation guidelines, periodic reviews, and, when appropriate, third‑party managers; it recommends Schwab as custodian for most client accounts. The firm also operates a Schwab‑based wrap fee program for certain legacy clients, uses the Pontera platform to access and rebalance held‑away retirement plan assets, and provides ongoing monitoring of client accounts.

What distinguishes RWMG from many peers is a mix of brokerage and insurance activities: certain professionals are registered representatives of Purshe Kaplan Sterling and may execute trades and receive commissions for products not custodied at Schwab, the firm sponsors a wrap fee program as the sole portfolio manager and receives a portion of the wrap fee, and some advisors are separately licensed insurance agents who may receive commissions or trailing compensation on annuity and insurance sales, all of which the brochure discloses as potential conflicts. The firm also offers the Trust & Will online estate‑planning service as an integrated planning resource and states it may waive the asset minimum at its discretion.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees for assistance with will-based estate plans; vary depending on individual or couple.

Commissions

Commissions received from sale of securities through registered representatives of Purshe Kaplan Sterling Investments, Inc., and from sale of insurance products via licensed insurance agents.

Project-based

Hourly fees may be applied for estate or account distribution services; specific rates not stated.

Other

Account minimum: $250,000 (minimum can be waived at the discretion of Redwood Wealth Management Group, LLC) Fee-only: Financial planning fixed fees between $2,000 and $10,000; fees are negotiable and may be higher or lower based on complexity.

Main office location

Redwood Wealth Management Group, LLC

400 Stokes Rd

Medford NJ 08055, United States

Number of offices

Most active in

California · Delaware · Florida · New Jersey · North Carolina · Pennsylvania · Tennessee · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook YouTube Website 856-500-2900

Advisors at this firm

Samuel B

Series 63, Series 66

Medford, NJ

Redwood Wealth Management Group, LLC

Samuel Bridgers is a financial advisor at Redwood Wealth Management Group, LLC with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Redwood Wealth Management Group since 2018, including prior experience at Bridgers Wealth Management, LLC and Purshe Kaplan Sterling Investments. Outside of advising, he places term life insurance policies for clients. Redwood Wealth Management Group is an SEC-registered investment adviser that provides personalized financial planning and portfolio management services to individuals, trusts, foundations, pension and profit-sharing plans, and corporations. The firm develops customized asset allocation plans and offers both discretionary and non-discretionary management, along with access to held-away retirement-plan management through third-party technology.

Annuities General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

William M

ChFC®, Series 63, Series 65

Moorestown, NJ

Redwood Wealth Management Group, LLC

William Merriken is a financial advisor with Redwood Wealth Management Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience and has been involved with Merriken Financial Group, Inc. since 1982, where he provides planning and insurance services. Merriken has also worked with Bridgers Schill Wealth Management, Purshe Kaplan Sterling Investments, and Lane Hipple Schill Wealth Management Group. Redwood Wealth Management Group is an SEC-registered investment adviser offering personalized financial planning and portfolio management to individuals, trusts, foundations, pension and profit-sharing plans, and corporations. The firm implements customized asset-allocation strategies and provides both discretionary and non-discretionary management, along with ongoing planning services and an online estate document option.

Annuities General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

Michael Y

Series 66

Medford, NJ

Redwood Wealth Management Group, LLC

Michael Young Jr. is a financial advisor at Redwood Wealth Management Group, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including LPL Financial, New York Life Insurance, and Eagle Strategies. Redwood Wealth Management Group is an SEC-registered investment adviser offering personalized financial planning and portfolio management to individuals, trusts, foundations, pension and profit-sharing plans, and corporations. The firm provides discretionary and non-discretionary asset management, ongoing planning services, and an online will-and-estate document option through a third-party service.

Annuities General estate planning guidance Retirement plans for business owners (SEP, solo 401k)

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