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Redwood Wealth Management

What matters to you matters to us.

You’ve started strong—now let’s help your money keep up with your goals.

Let’s Talk Goals

Why Redwood Wealth Management?

Personalized guidance

Our advisors help you build a personalized plan that fits your lifestyle.

Comprehensive planning

From student loans to saving for a home, we plan for today and what’s next.

Seamless experience

Effortless wealth management to make your money work harder, all in one place.

Overview

At Redwood Wealth Management, we understand that careful planning across all aspects of your financial life is essential. We take the time to get to know you and listen to your goals and aspirations.

Our strategic financial planning process is built around your unique needs, aiming to maximize your assets today and plan for the future.

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What we offer for wealth management


Financial planning

Make smart money moves with advice from experienced financial professionals.


Retirement planning

Prepare for the future with solid retirement planning strategies and guidance.


Asset allocation

Take advantage of opportunities to seek growth by diversifying to make the most of your money.


Education planning

Prepare for higher education for yourself or your kids with professional financial advice.


Online services

Access your investment accounts anytime, anywhere with online banking and the RCU mobile app.


Risk management

Let us help you understand and mitigate the risks specific to your portfolio.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Have a question?

At Redwood Wealth Management, we’re known for our professional service, and we’ll answer your calls and questions quickly.

Contact Us

Your path to financial confidence starts here

Connect with a Redwood Wealth Management advisor who offers personalized investment strategies and helps you manage your assets with confidence.

Connect with an Advisor

Disclosures

The financial professionals at Redwood Wealth Management are registered representatives with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Redwood Credit Union and Redwood Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Redwood Wealth Management, and may also be employees of Redwood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union or Redwood Wealth Management. 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

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) 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.

LPL Financial Form CRS

Investment Services

Mutual funds1

Even a small initial investment can allow you to invest in a professionally managed fund that also maintains liquidity.

Annuities2

Annuities offer a guaranteed stream of income over a period of time, as well as tax deferral advantages.

Stock3 & exchange traded funds4

Find the right stocks and exchange funds to support your specific financial goals.

Bonds5

Looking for a conservative investment? We’ll help you find the right bonds in which to invest your money.

Unit investment trusts (UIT)6

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 (REIT)7

Real estate investment trusts offer access to income-producing real estate investments without having to own the property, providing increased liquidity and diversification.

Advisory accounts

Enjoy a customized, professionally managed fiduciary account that provides you control and transparency toward pursuing your stated goals.

Market-Linked CD MLCD8

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.

Life and long term care (LTC) insurance

Protect your family’s financial future with life and long-term care insurance designed for your unique needs and goals.

Wealth Management Services

Financial planning

Make smart money moves with advice from experienced financial professionals.

Retirement planning

Prepare for the future with solid retirement planning strategies and guidance.

Asset allocation

Take advantage of opportunities to seek growth by diversifying to make the most of your money.

Education planning

Prepare for higher education for yourself or your kids with professional financial advice.

Business retirement accounts

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.

Risk management

Let us help you understand and mitigate the risks specific to your portfolio.

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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