Financial Planning for you.

Every plan is different, but many of the people we serve are growing through one of three major financial chapters: managing concentrated wealth from a career in tech, building wealth through a business, or preparing for or living in retirement.

Make the most of equity compensation and high-income years.

Tech Employees

Tech careers pair tremendous opportunity with added complexity. We help you make smart decisions with stock options, RSUs, ESPPs, concentrated stock, taxes,
and cash flow so your income and equity can support your long-term goals.

How We Can Help:

𖠰 RSU, ISO, NSO, and ESPP planning

𖠰 Concentrated stock strategies

𖠰 Cash flow and savings systems

𖠰 Home purchase and liquidity planning

𖠰 Noncash charitable giving strategies

Business Owners

Build personal wealth
from the business you’re growing.

Your business is one of your biggest financial assets. We integrate it into your personal financial plan. We help business owners coordinate cash flow, taxes, retirement plans, investments,
and long-term exit or succession planning.

How We Can Help:

Retirement plan design 𖠰

Tax-aware income planning 𖠰

Personal & business cash flow planning 𖠰

Business succession or exit planning 𖠰

Charitable & legacy planning 𖠰

Turn retirement savings into lasting confidence.

Retirees

You’ve spent decades building wealth.
Now the challenge is turning your savings into a reliable income strategy while managing taxes, healthcare costs, market volatility, charitable giving, and the legacy you want to leave.

How We Can Help:

𖠰 Investment management for retirement income

𖠰 Social Security and Medicare decisions

𖠰 Roth conversion analysis

𖠰 Charitable giving strategies

𖠰 Legacy and estate planning coordination

What Makes Redwood Money Different

As independent financial advisors, our business looks different from the big banks or investment companies.

That's good for us, and great for clients.