Philosophy

At Redwitz Wealth Management Group, you are the focus. We believe successful relationships begin with gaining a clear understanding of each client’s specific concerns, needs and long-term objectives. Only by working together as partners can we identify what is important to you and your loved ones and best serve you as your trusted financial advisor.

 

Our overriding principle as professionals is our responsibility to you, our client, to provide truly objective advice and recommendations.  Once we have developed a way forward we believe it is just as important to help you identify the best way to implement your plan. It is important to understand not only the potential risk and return associated with investing but also the cost. As an independent Registered Investment Advisor we are free to choose from products that are offered by all the major providers.

 

This way, we can ensure that the products you use to implement your plan are appropriate and more of your money stays working for you!

 

At Redwitz Wealth Management Group our relationship with you will reflect our honesty and concern for your interests and our intent to provide you with superior client service.