Investing is about more than just “How much?” —it’s about “How will you use it?” Let us help you pursue your long-term financial goals.
Setting the foundation for your future
Get professional guidance to help you plan for the future with investment services tailored to your unique needs.
Unlock Your Financial Future with Guided Wealth Portfolios
Whether you’re just starting out or looking for a more hands-on approach, our Guided Wealth Portfolios (GWP) offer a smart, flexible way to invest.
GWP gives you:
- Personalized investment strategies tailored to your goals
- Professional portfolio management
- Easy online access and automatic rebalancing
GWP Pro takes it further:
- Annual advisor consultations to review your goals
- Complimentary insurance reviews (life, disability, long-term care)
- All the benefits of GWP, plus deeper support
Investment services
No matter what you need, Redwood Wealth Management has financial advisors and strategies that will help you pursue your financial dreams.
What we offer
Even a small initial investment can allow you to invest in a professionally managed fund that also maintains liquidity.
Annuities offer a guaranteed stream of income over a period of time, as well as tax deferral advantages.
Find the right stocks and exchange funds to support your specific financial goals.
Looking for a conservative investment? We’ll help you find the right bonds in which to invest your money.
Unit investment trusts provide a cost-efficient way to invest in a fixed set of professionally selected securities, with potential tax advantages.
Real estate investment trusts offer access to income-producing real estate investments without having to own the property, providing increased liquidity and diversification.
Enjoy a customized, professionally managed fiduciary account that provides you control and transparency toward pursuing your stated goals.
Combine the stability of a traditional CD with the growth potential of a performance-based investment to add diversity to your investment strategy. MLCDs are FDIC-insured and return your deposit upon maturity.
Protect your family’s financial future with life and long-term care insurance designed for your unique needs and goals.
Redwood Wealth Management
Collaborate with Redwood Wealth Management professionals to help you plan and pursue your financial goals.
What we offer for wealth management
Make smart money moves with advice from experienced financial professionals.
Prepare for the future with solid retirement planning strategies and guidance.
Take advantage of opportunities to seek growth by diversifying to make the most of your money.
Prepare for higher education for yourself or your kids with professional financial advice.
If you’re self-employed or own a small business, plan for your retirement and that of your employees by setting up a business retirement account.
Let us help you understand and mitigate the risks specific to your portfolio.
Access your investment accounts anytime, anywhere with online banking and the RCU mobile app.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Disclosures
The financial professionals at Redwood Wealth Management are registered representatives with LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC), and offer securities and advisory services through LPL Financial (LPL). Insurance products are offered through LPL or its licensed affiliates. Redwood Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Redwood Wealth Management and are employees of Redwood Credit Union. Redwood Credit Union has engaged LPL to offer these products and services through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Redwood Credit Union (“Financial Institution”) provides referrals to registered representatives of LPL Financial LLC (“LPL”), who are employees of the Financial Institution pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Contact Us
For general inquiries or questions about existing investment accounts, please contact our wealth management team.
Give us a call
Send us a message
PPP Forgiveness Application Deadline
Congress passed The Economic Aid Act which changed the deferment period from 6 months post covered period to 10 months post covered period. For example, if your covered period ended June 30, 2021, under the new guidelines the earliest your first loan payment wouldn’t be due until April 2022, and you have until then to request forgiveness. Please use the following calculation to help you identify when your forgiveness will be due:
- PPP borrowers may select a covered period anywhere from 8 weeks to 24 weeks.
- RCU is automatically calculating your loan due date based on a 24-week covered period, if you intend on using a shorter covered period please inform us immediately as this will impact your due date.
- Your correct deadline will be reflected in your online banking account.
If all or part of your PPP loan is not forgiven, your first loan payment will be due the first of the following month after a decision is made by the SBA.
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