Serving a select group of successful individuals & families nationwide, Redwood Investments provides customized financial planning, coupled with experienced investment portfolio management that seeks to help protect & grow your wealth.What you can expect from Redwood Investments:Personalization: We begin our wealth management process with a simple concept: It’s all about you. You goals & your values guide the creation of a comprehensive & personalized wealth management plan that… Show more Serving a select group of successful individuals & families nationwide, Redwood Investments provides customized financial planning, coupled with experienced investment portfolio management that seeks to help protect & grow your wealth.What you can expect from Redwood Investments:Personalization: We begin our wealth management process with a simple concept: It’s all about you. You goals & your values guide the creation of a comprehensive & personalized wealth management plan that seeks to help preserve your wealth & provide the income you need to live the life you deserve. Tailored, thoughtful investment consulting: You are unique. Your portfolio should be as well. Your customized investment strategy is designed for your particular growth objectives, income needs & risk tolerance. Asset management is not a “one-size fits all” proposition. Small town dedication: Based on the coast of Mendocino County in Northern CA, we approach each client with the dedication you find in a small community. Our advisors spend every day working directly with our clients acting as their personal Chief Financial Officer, helping them pursue everything that is important to them with an unparalleled level of service. Big city sophistication: Redwood combines the dedication found in a small community with comprehensive technology & investment experience. Partnered with the largest independent broker-dealer in the country, LPL Financial*, our advisors have access to some of the best research and planning tools in the industry; all with one purpose: helping you protect & grow the wealth you've spent a lifetime acquiring. *As reported by Financial Planning magazine, June 1996-2020, based on total revenue.LPL Financial is not affiliated with any named entities mentioned in this content. Show less

My mission is to help every Catholic in America invest without compromise of conscience.

• Spearheaded the growth of the Golden State family of companies from inception to managing $4.5B in assets under supervision.• Developed and implemented best-in-class asset management, compliance, and advisor solutions for top financial advisors nationwide.• Led a team of industry leaders to establish Golden State as a leader in the RIA space, driving rapid company growth.

Comprehensive wealth management for successful families in California.