Established Expertise REDW Wealth Management has been operating since 1997, demonstrating a long-standing presence and experience in the investment management industry, which indicates stability and potential openness to innovative investment solutions.

Focused Client Approach As a fee-only advisor that specializes in personalized wealth, asset, and estate planning, REDW values tailored financial advice, presenting opportunities to promote advanced asset allocation tools or financial planning technology that complements their client-centric model.

Strong Industry Recognition The firm recently received awards for top workplace practices and ranking among top 100 U.S. accounting firms, suggesting they value quality, innovation, and employee engagement, which can be leveraged to introduce employee-centric financial wellness programs or corporate financial consulting.

Growth in Tax and Cybersecurity Recent hires and promotions in tax services and cybersecurity consulting highlight a focus on expanding specialized service areas, creating opportunities to offer integrated tax planning software, cybersecurity solutions, or compliance tools to support their growth initiatives.

Market Position and Size With a revenue range of 25-50 million and a relatively small team of 11-50 employees, REDW is positioned as a regional yet reputable firm, making it a prime target for scalable financial technology solutions, enhanced CRM platforms, or operational efficiency tools tailored for mid-sized advisory firms.