services
Redwood's customizable platform provides advisors the freedom to build their business the way they choose. Our experienced team guides advisors through a process that results in a tailored solution. The goal is to help advisors create a business where they can focus their time on helping clients and growing their firm. Redwood's team takes care of tasks that successful advisory firms choose to outsource. What makes us different is that the advisor maintains 100% equity ownership in their business.

MARKETING

Our advertising partners specialize in the financial services industry. We assist advisors with creating a unique brand and marketing their services.

  • Name & logo creation
  • Unique value proposition
  • Website design
  • Brochure design
  • Client & prospect communications

TECHNOLOGY

Redwood’s technology consultants will package an integrated platform of hardware, software and secure networks tailored to your needs.

  • Network design, hosting and security
  • Desktop and mobile hardware
  • Website & email hosting and archiving
  • Integrated and à la carte RIA-specific software solutions

TRANSITION STRATEGY / OFFICE SETUP

Your Redwood team will establish a transition plan for your firm and clients. We will coordinate all aspects of converting accounts and setting up your office.

  • Pre-populated client transition paperwork
  • Real estate search and lease negotiation
  • Coordinating office furniture and supplies
  • Human resources & employee benefits