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Eric E
Series 66
Golden, CO
Redwood Family Wealth LLC
Eric Eisenhard is a financial advisor with Redwood Family Wealth LLC in Golden, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James & Associates, XO Wealth Management, and Cabot Lodge Securities LLC, where he is also a registered representative. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm offers tailored portfolio management using a broad range of instruments and provides consultative financial planning alongside ongoing account monitoring and rebalancing.
Philip B
Series 63, Series 65
Plano, TX
Redwood Family Wealth LLC
Philip Brooks is a financial advisor at Redwood Family Wealth LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and XO Wealth Management. Brooks also serves as a registered representative at Cabot Lodge Securities. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, including high net worth clients, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management using a wide range of instruments, combined with tailored financial planning and consultative guidance.
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