Redwing Financial

Redwing Financial is a registered investment adviser founded in 2018 that provides asset management, comprehensive financial planning, and ongoing financial education and coaching, and reported roughly $38.4 million in discretionary assets under management at the time of its annual filing. The firm serves individuals, retirement plans, trusts, estates, charitable organizations and business entities, offering tailored portfolios that may include mutual funds, ETFs, individual equity and debt securities, and REITs.

The firm’s investment approach centers on individualized strategies tied to each client’s goals, risk tolerance and periodic reviews, with fundamental analysis guiding security selection and limited use of options for certain sophisticated clients. Redwing also provides pension consulting and retirement-plan services — including investment policy statements, vendor management and participant education — and operates a wrap-fee program that bundles management, trade execution and its education/coaching services.

Compared with many small independent advisers, Redwing is distinctive in sponsoring its own wrap-fee program and having personnel who act as registered representatives of an affiliated broker-dealer, enabling the firm to offer both advisory and brokerage/insurance solutions while maintaining custody and execution relationships with that custodian. The firm also emphasizes structured, recurring financial-education offerings and life-stage planning packages (for example, home buying, starting a family, education planning, divorce and business planning), and makes aspects of those coaching services available to clients’ family members as part of its program.