Business Details
Your Trusted Partner for Financial Planning Solutions
Redwood Wealth Management Group is an independent, fee-based Registered Investment Advisor dedicated to providing personalized financial planning and wealth management solutions. We serve individuals, families, and business owners across Burlington County, New Jersey, and the United States, prioritizing fiduciary responsibility to ensure transparent, conflict-free advice. Our approach integrates retirement planning, investment oversight, business strategy, and family wealth coordination to create comprehensive financial roadmaps.As local residents of Medford, NJ, we emphasize community connection and long-term client relationships, aligning with trusted professionals like accountants and attorneys to deliver holistic guidance. With a focus on minimizing tax burdens, optimizing retirement income, and preserving generational wealth, we empower clients to achieve financial clarity and security through tailored strategies.
Services
Business Planning
Family Wealth Planning
Career Planning
Retirement Planning
Investment Management
Estate Coordination
Tax Strategies
401k Management
Charitable Planning
Risk Management
Highlights and features
- We act as fiduciaries, prioritizing your best interests without product sales or commissions.
- Our localized expertise serves Burlington County and national clients with tailored strategies.
- We integrate retirement, investment, and estate planning for comprehensive financial solutions.
- Our team coordinates with your existing professionals for seamless, collaborative guidance.
- We specialize in generational wealth transfer and business succession planning expertise.
What people say
Personalized approach
Trustworthy guidance
Expertise in retirement planning
Community-focused service
Generational wealth expertise
Services
Retirement Planning
We design comprehensive retirement strategies balancing income needs, tax efficiency, and legacy goals. Our services include IRA distribution planning, portfolio analysis, and healthcare cost preparation. By aligning investment policies with long-term objectives, we ensure financial independence while adapting to life changes.
Business Planning
Our business planning addresses executive succession, retirement plan design, and corporate investment management. We create customized strategies for business owners, including executive carve-out insurance and alternative funding solutions. Our goal is to protect personal and business assets while ensuring sustainable growth.
Family Wealth Planning
We specialize in intergenerational wealth transfer through 529 college funding, life insurance evaluation, and beneficiary designation reviews. Our approach safeguards family assets, minimizes tax burdens, and structures estate plans to reflect client intentions and protect loved ones.
Career Planning
For professionals, we optimize career-related financial decisions including 401k management, cash flow projections, and tax strategies. Our services integrate retirement planning with career advancement, ensuring compensation maximization and long-term financial stability for evolving life stages.
Investment Management
We provide customized investment oversight through asset allocation, performance monitoring, and risk management. Our strategies align with client-specific liquidity needs and return objectives, ensuring portfolios remain diversified and responsive to market changes while maintaining fiduciary accountability.
Questions
What financial planning services do you offer?
We offer retirement planning, investment management, business succession strategies, family wealth coordination, and career-focused financial planning tailored to individual needs.
Are you fiduciary financial advisors?
Yes, we operate as fiduciaries, legally obligated to prioritize client interests without conflicts from product sales or commissions.
Do you work with out-of-state clients?
Yes, while based in New Jersey, we serve clients nationwide through virtual consultations and coordinated local professional networks.
How do you approach investment management?
We create customized portfolios based on risk tolerance, liquidity needs, and long-term goals, with ongoing performance monitoring and adjustments.
Reviews (2)
Wayne Cal
Nov 16, 2019
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Team is very knowledgeable and professional. Always available when you need them. I highly recommend Redwood Wealth Management to secure your familys financial future.
Michael Andrew Ruder
Oct 11, 2019
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The team at Redwood Wealth Management is fantastic to work with. I personally work with Josh Woodford. Josh is transparent, knowledgeable, available and extremely proactive. I started my financial portfolio at the age of 30 (now 34) with Josh. Him and his team have helped me to quickly grow my retirement account. Josh also works closely with my accountant and quarterbacks all my finances. As a business owner with fluctuating income Josh not only helps me with long-term retirement.. he also advises me with investing, real estate purchases and the most efficient way to use my cash flow. Additionally
