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Redwood Financial Planning
Redwood Financial Planning, LLC is an SEC-registered investment adviser in Scotch Plains, NJ, registered since 2023. The firm manages approximately $389...
Overview
Redwood Financial Planning, LLC is an SEC-registered investment adviser in Scotch Plains, NJ, registered since 2023. The firm manages approximately $389 million in assets. It has 4 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Sector focus
Frequently asked questions
What services does Redwood Financial Planning offer?
Redwood Financial Planning provides comprehensive wealth management and financial planning services, including investment advisory, tax planning, estate planning, and coordination of outside managers. As an RIA, the firm operates with a fiduciary duty to clients.
What investment strategy does Redwood Financial Planning use?
The firm employs a diversified investment strategy spanning equities, fixed income, real estate, and alternatives. Portfolios are built using a mix of direct holdings and external managers, with a focus on risk management and tax efficiency.
Who founded Redwood Financial Planning?
The founders of Redwood Financial Planning are not publicly disclosed. No information about the firm's founding team is available in public records or regulatory filings.
Where is Redwood Financial Planning located?
The firm's headquarters location is not publicly confirmed. No office addresses or geographical details are available in public records or regulatory databases.
Does Redwood Financial Planning invest in private equity or venture capital?
The firm's asset-class exposure includes alternatives, but no specific private equity or venture capital holdings are publicly disclosed. Direct investments and fund commitments are not detailed in available records.
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