Plano, TX Office

Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals (including high net worth clients), charitable organizations, corporations and other businesses. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, and can recommend or monitor third‑party money managers.

Investment advice is tailored to client objectives and may employ a broad set of instruments, including equities, fixed income, mutual funds and ETFs, options, structured products, PIPEs, REITs and Delaware Statutory Trusts; the firm discloses that it may use margin, short sales and derivatives in separately managed accounts. Accounts are monitored and rebalanced on an ongoing basis, and financial planning services are provided in conjunction with portfolio management and supplemented by consultative guidance (including on 1031 exchange considerations).

Several practices distinguish Redwood from many peers: advisors are also registered representatives of Cabot Lodge Securities and may receive transaction‑based compensation (including 12b‑1 fees) in addition to advisory fees, which the firm discloses as a potential conflict of interest. The firm routinely directs brokerage to Raymond James and does not aggregate trades across accounts, and it notes it provides recommendations on 1031/DST investments without facilitating transactions or receiving compensation from providers; the brochure also discloses a resolved disciplinary matter involving an owner.