Becoming A Client

Whether you're interested in planning for retirement, saving for your children's education or finding new ways to build your portfolio, Redwitz Wealth Management Group has the expertise to help you meet your goals. We understand that choosing a financial professional is a very important decision since it deals with your financial well-being. Because of this, we want to make sure that you understand and feel comfortable with your options prior to making a final decision. First, we like to understand and then evaluate your current financial/investment situation and objectives to identify areas where we can add value in helping you meet your objectives. Second, in order for you to gain a comfort level with us, and to make sure we've properly understood your objectives, we like to share with you our financial recommendations. These meetings are on a no-obligation basis and all information is treated confidentially. After you've seen what we think about your situation and how we can help you meet your goals, you are in a much better position to make an informed decision as to whether we are the best firm for you.


If you are interested in becoming a client of Redwitz Wealth Management Group, you can contact us by telephone, email, or you can fill out and submit the following online form. We're looking forward to hearing from you.

Contact Information

First Name

Last Name

Address 1

Address 2

City

State Zip

Home Phone

Mobile Phone

Email

Social Security #

Residency

US Citizen Resident Alien Non-Resident Alien

Non-Resident Alien Country

Employer Information

Company

Position

Address 1

Address 2

City

State Zip

Work Phone

Years With Company

Account Information

Account Type(s) of Interest

Individual

Corporation

Community Property

403(B)

JTWROS

IRA

Custodian for Minor

Trust

Retirement Plan

Qualified ERISA Plan

Income

Net Worth
(exc. home, furnishings, auto)

Investment Experience Areas

Mutual Funds

Stocks

Bonds

Partnerships

Options

Other

Investing Experience Years

years

Are You a Director/Officer of a Publicly Traded Company?

Yes No

Do You Own 5% Or More of a Publicly Traded Company?

Yes No