Broker Check

Redwood Park Advisors

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, RSU, etc.

Our objective at Redwood Park Advisors is to help our clients achieve their financial goals, maintain the standard of living they have grown accustomed to throughout retirement, and to give back to the community we serve.  Redwood Park Advisors was created to address the complex financial needs of our clients while upholding the highest level of integrity and ethics. We focus on building long-term relationships with our clients.