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Firm Information

Redwood Family Wealth LLC is an investment advisor that provides financial planning and portfolio management services for individuals, businesses, and high-net-worth individuals. They have 3 investment adviser representatives and 2 registered representatives on staff.

Redwood Family Wealth LLC

Not reported

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

REDWOOD FAMILY WEALTH LLC has a total of 2 branch locations across the country.

ADDISON, TX

GOLDEN, CO

Advisors at Redwood Family Wealth LLC

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Philip Jeffrey Brooks

ADDISON, TX

DALLAS, TX

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