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.
Social Security #
US Citizen Resident Alien Non-Resident Alien
Non-Resident Alien Country
Years With Company
Account Type(s) of Interest
$0-$29,999 $30,000-$49,999 $50,000-$74,999 $50,000-$74,999 $75,000-$149,999 $150,000-$199,999 $200,000-Over
(exc. home, furnishings, auto) $0-$74,999 $75,000-$99,999 $100,000-$149,999 $150,000-$249,999 $250,000-$499,999 $500,000-$1,000,000 $1,000,000-Over
Investment Experience Areas
Investing Experience Years
Are You a Director/Officer of a Publicly Traded Company?
Do You Own 5% Or More of a Publicly Traded Company?