Business Planning
For business owners, executives, and partners, financial planning goes beyond personal wealth — it’s about building strategies with your financial advisor that protect your business, support your people, and secure your future. At Redwood Wealth Management, we provide comprehensive guidance to help you align business success with personal financial security.
We recognize that business leaders are often balancing growth, succession planning, and personal retirement readiness at the same time. Our role is to simplify the complexities, integrate your business and personal planning, and deliver strategies that create clarity and long-term stability.
With the right structure in place, your business can thrive.
Portfolios are customized based on your unique investment policy, liquidity needs and return objectives.*
Our services include:
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Executive & Partner Financial & Estate Planning – Coordinated strategies designed to help manage wealth preservation, protect your family, and prepare for smooth succession.
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Executive & Partner Carve-Out Insurance Programs – Customized insurance programs that may help you attract and retain top talent while protecting key individuals.
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Retirement Plan Design & Management – Tailored retirement plan solutions, from initial design to ongoing oversight.
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Defined Contribution & Defined Benefit Strategies – Structuring plans that strive for tax-efficiency and are compliant and sustainable for the long-term.
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Investment Management – Professional oversight of plan assets and corporate investments.
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Comprehensive Consulting – Advisory support that connects your business strategy with your personal financial goals.
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Complete Design & Implementation – End-to-end plan creation, rollout, and management with ongoing support.
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Alternative Funding Strategies – Innovative approaches to funding obligations while preserving business flexibility.
**Customized portfolio construction and investment strategies do not guarantee investment success or positive performance. All investing involves risk, including the possible loss of principal. There can be no assurance that any investment objective or strategy will be achieved.
Introducing Pontera – The platform that lets your advisor manage your 401k for better growth.
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*Pontera is an independent third-party platform and is not affiliated with Almanack Investment Partners, LLC (“Almanack”) or Redwood Wealth Management Group, LLC (“Redwood”). Use of the Pontera platform is subject to its own terms, conditions, and privacy policies. Almanack and Redwood do not control and are not responsible for the content, services, or availability of third-party websites or platforms.
