Disclosures
Disclosures
Redwood Wealth Management Group conducts business only in states where it is properly registered, or is excluded or exempted from registration requirements. Nothing on this page should be interpreted to imply otherwise.
Social Media Disclosures
These social media disclosures are on behalf of Redwood Wealth Management Group LLC. Redwood Wealth Management Group is affiliated with Almanack Investment Partners, LLC (“Almanack”), an SEC-registered investment adviser. Investment advisory services are provided by Almanack.
Any statements made via Redwood Wealth Management Group social media platforms are not intended as investment, tax, or legal advice. This content is not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where applicable entities are not properly registered. Investing in securities involves risk, and there is always the potential of losing money. Past performance is not a guarantee of future results. Redwood Wealth Management Group reserves the right to remove any comment that we deem to be an investment testimonial, spam, offensive, or otherwise inappropriate.
Redwood Wealth Management Group does not approve or endorse any third-party communications posted on its social media platforms and any such postings should not be attributed to Redwood Wealth Management Group. Redwood Wealth Management Group will not treat any social media post as a formal complaint. To submit a formal complaint, please contact info@redwoodwmg.com. References, ‘likes,’ or comments by third parties should not be considered testimonials or endorsements of Redwood Wealth Management Group or its services.
Any third-party links provided in posts by Redwood Wealth Management Group are offered as a matter of convenience and are not intended to imply that Redwood Wealth Management Group, its affiliates or employees endorse, sponsor, promote, or are affiliated with the owners of or participants in those sites, or endorse any information contained on those sites, unless expressly stated otherwise.
In no event shall Redwood Wealth Management Group, its respective affiliates, directors, officers, registered representatives, or employees, be liable for any damages of any kind (including, without limitation, special, incidental, indirect, or consequential damages) arising out of or in connection with your access, use of, or inability to access or use, a social media platform. Use of any Redwood Wealth Management Group social media platform is at your own risk. Redwood Wealth Management Group reserves the right to block a user for inappropriate or offensive posts, such as spam or links to promotional sites.
We reserve the right to change these guidelines from time to time and without notice.
Pontera
Pontera, a third-party retirement plan solutions provider and Redwood partner, offers a fiduciary-compliant platform that enables advisors to access, analyze, and rebalance 401(k) plan assets.
Research from Vanguard’s Advisor’s Alpha study shows that professional financial guidance and disciplined portfolio management — like the services offered with Pontera — may help add meaningful long-term value, with potential benefits estimated at around 3% per year.¹
¹ Source: Vanguard Research, Advisor’s Alpha (2022). For educational purposes only; not a guarantee of future results and not specific to Pontera or any individual client.
Original Content Disclaimer
Content shared and created by Redwood Wealth Management Group (including articles, charts, graphics, videos, or commentary) is for informational and educational purposes only. It should not be construed as personalized investment advice or a recommendation to buy or sell any security.
All opinions expressed are those of Redwood Wealth Management Group as of the date of publication and are subject to change without notice. While we strive for accuracy, we cannot guarantee that information shared is complete or free from error. Any examples or case studies are hypothetical and provided for illustrative purposes only.
Clients and prospective clients should consult directly with a qualified financial professional before making any investment or financial decisions.
Hypothetical Performance Disclaimer
Any illustrations of hypothetical or simulated performance results are provided for educational and informational purposes only. Hypothetical results do not represent actual trading, and they have inherent limitations.
No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Past performance, whether actual or hypothetical, is not a guarantee of future results.
Clients and prospective clients should not assume that the performance of any securities, strategies, or sectors shown will be profitable or suitable for their particular circumstances.
Copyright Notice
All original content published by Redwood Wealth Management Group on social media platforms, including but not limited to articles, charts, graphics, videos, and commentary, is the intellectual property of Redwood Wealth Management Group and is protected by applicable copyright laws.
Such content may not be copied, reproduced, distributed, or republished, in whole or in part, without prior written consent from Redwood Wealth Management Group. Sharing content by linking directly to official posts is permitted, provided it is not altered or presented in a misleading context.
