Broker Check

Redwood Park Advisors is a full-service wealth and investment management firm dedicated to delivering customized and comprehensive financial solutions to our clients.  We focus on maintaining close relationships with our clients while acting as their trusted advisor when it comes to their financial matters.  Our expertise and services expand beyond investment recommendations and portfolio construction to include:

  • Investment management
  • Financial & retirement planning services
  • Estate planning coordination
  • College savings
  • Planned giving / legacy / philanthropy
  • Multi-generational wealth transfer
  • Deferred compensation strategies: 10b5-1 plans, options, Restricted Stock Units, etc.

Redwood Park Advisors implements a top down investment approach based upon our short, medium, and long-term global economic expectations.  Our medium and long-term economic outlook drives our strategic asset allocation and our short-term economic forecast dictates tactical tilts.


PORTFOLIO MANAGEMENT

PORTFOLIO MANAGEMENT

WE BUILD GLOBALLY DIVERSIFIED INVESTMENT ALLOCATIONS USING STOCKS, BONDS, MUTUAL FUNDS & ETFs.

FINANCIAL ADVICE

FINANCIAL ADVICE

ESTATE & TAX STRATEGIES ARE INTEGRAL COMPONENTS OF A SOUND FINANCIAL PLAN.  WE INCORPORATE THESE OFTEN OVERLOOKED TOPICS AS PART OF OUR CONVERSATIONS WITH CLIENTS. 

TRUST

TRUST

WE ADHERE TO A FIDUCIARY STANDARD OF CARE WITH OUR CLIENTS.  THE MORE INFORMATION YOU PROVIDE US, THE BETTER ADVICE WE CAN DELIVER.