REDW Wealth

REDW Wealth operates as the wealth management division of REDW LLC, a multidisciplinary CPA and advisory firm founded in 1953. The practice runs on a fee-only fiduciary standard and sits alongside audit, tax, tribal consulting, cybersecurity, and HR advisory groups within the same LLC. Managing Principal Steve Cogan oversees the entire firm, while James Karberg leads the wealth management practice.

REDW runs a National Tribal Practice under Wes Benally that provides audit, tax, and gaming-operations consulting to Native American governments. While the wealth management practice is distinct, the firm's deep tribal relationships create a pipeline for advising tribal enterprises and individual beneficiaries on retirement plans, estate strategies, and compensation structures — a client base few other Southwest CPA-wealth hybrids serve at this scale.

REDW's wealth practice primarily targets individuals and private clients, including those connected to mid-market companies and Tribal Nations. The broader firm serves institutions through employer-sponsored retirement plan services and its employer plan scorecard assessment. There is no public indication that REDW Wealth manages institutional separate accounts or pooled vehicles.