Get Your Free Redwood
Retirement Analysis

We Specialize in Guiding People
to and Through Retirement

Retirement is exciting – but it’s also full of big decisions. We help you cut through
the complexity so you can focus on enjoying the life you’ve worked hard for.

We proudly serve clients in California, Colorado, and nationwide. We’ve found our services are best suited for those who:

Are 5-10 Years from retirement, or already retired
Have $1+ million in investment and retirement assets
Value expert advice and are ready to delegate their wealth management

How We Get You Retirement-Ready

Here’s what you can expect when working with us:

STEP 1

Discovery Meeting

This initial 45-minute meeting is designed to let us learn about what matters most to you, including your goals and current challenges, so we can ensure we’re the right fit to help.

STEP 2

Document Sharing

Next, we’ll start securely collecting your relevant financial documents, such as tax returns or investment statements, so we can explore opportunities for improvement and start building your plan.

STEP 3

Redwood Retirement Framework

You’ll walk away with a clear, actionable plan for maximizing income, reducing taxes, and aligning your investments with your goals. As you review, we’ll be here to answer your questions and keep you on track.

Book Your Introductory Call

Redwood Advisory Group FAQs

How Are You Paid?

We don’t earn commissions or hidden fees. At Redwood Advisory Group, we charge an annual fee based on your total assets under management, paid quarterly in arrears. No financial planning fees, no sales pitches—just straightforward fiduciary guidance you can trust.

What Is Your Investment Philosophy?

Investing is about creating cash flow to support your life. If you need income now, we’ll build a portfolio designed for stability and withdrawals. If your needs are long-term, we focus on growth today. Every portfolio is personalized using our Redwood Retirement Framework, so your money is in the right place, at the right time, for the right reason.

What Is Your Approach to Investing?

We keep investing simple and focused. We use high-quality individual stocks, strategic ETFs, U.S. Treasuries, municipal bonds, and money market funds—plus selective investments in transformative industries and innovation. Portfolios are rebalanced annually to stay aligned with your goals and tax strategy.

Where Are Your Offices?

We have two locations to meet with clients:

  • Colorado – 6312 S. Fiddlers Green Circle, Suite 300E, Greenwood Village, CO 80111 (Denver Tech Center)
  • California – 303 Twin Dolphin Drive, 6th Floor, Redwood City, CA 94065 (Silicon Valley)
How Do I Access My Accounts?

You can log in anytime via Fidelity Wealthscape—online or through their mobile app.

What Technology Providers Do You Use?

We partner with top providers for convenience and transparency:

  • Fidelity Wealthscape – Access and manage your accounts online or via app.
  • MoneyGuidePro – Track your financial plan and cash flow analysis.
  • Black Diamond Client Portal – View performance and upload documents securely.
Is My Money Safe?

Yes. Your accounts are insured and regulated. They’re protected against loss or theft by National Financial Services (NFS), overseen by the SEC, FINRA, and MSRB. Securities are insured up to $500,000 (including $250,000 in cash) through SIPC.

We operate under SEC and FINRA oversight and partner with Vanderbilt Securities’ compliance team. As fiduciaries, your best interests always come first.