Redwood Wealth Management, LLC Employee Directory

Financial ServicesGeorgia, United States2-10 Employees

Redwood Wealth Management, LLC is a small independent financial advisory practice based in Alpharetta, Georgia. Operating on a fee-only model, it offers wealth management services that aim to preserve, enhance, and transfer clients' wealth in ways aligned with their personal values and life goals. The advisors take a personalized, life-stage approach to addressing financial challenges, tailoring solutions as circumstances evolve. Within the financial services field, the firm positions itself on independent guidance rather than product-focused recommendations.

Redwood Wealth Management is now part of Wipfli Financial Advisors, LLC following an acquisition, reflecting a broader consolidation in the advisory space. The Alpharetta firm maintains its local base while joining a larger network of wealth management professionals. Its client focus remains on individuals seeking customized guidance to navigate wealth decisions consistent with their priorities and values.

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