A complete list of active advisors currently associated with Redwood Wealth Management Group, LLC
Warmer can help you find a great advisor at Redwood Wealth Management Group, LLC or one who fits your needs even better.
Redwood Wealth Management Group, LLC advises individuals, trusts, foundations, pension and profit‑sharing plans, and corporations, providing financial planning, asset management, and will-and-trust education and document support. The firm reports roughly $317 million in regulatory assets under management and generally requires $250,000 for asset management services while offering financial planning engagements without a set minimum. RWMG manages accounts on both discretionary and non‑discretionary bases, applying customized asset‑allocation guidelines, periodic reviews, and, when appropriate, third‑party managers; it recommends Schwab as custodian for most client accounts. The firm also operates a Schwab‑based wrap fee program for certain legacy clients, uses the Pontera platform to access and rebalance held‑away retirement plan assets, and provides ongoing monitoring of client accounts. What distinguishes RWMG from many peers is a mix of brokerage and insurance activities: certain professionals are registered representatives of Purshe Kaplan Sterling and may execute trades and receive commissions for products not custodied at Schwab, the firm sponsors a wrap fee program as the sole portfolio manager and receives a portion of the wrap fee, and some advisors are separately licensed insurance agents who may receive commissions or trailing compensation on annuity and insurance sales, all of which the brochure discloses as potential conflicts. The firm also offers the Trust & Will online estate‑planning service as an integrated planning resource and states it may waive the asset minimum at its discretion.
To learn more about the advisors currently working at Redwood Wealth Management Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Medford, NJ
| 42
| |
Moorestown, NJ
| 35
| |
Medford, NJ
| 7
|
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