Redwood Wealth Management is an independent, fee-only advisory firm based in Alpharetta, Georgia. Its website introduces the firm’s approach through sections on the Redwood Model, what Redwood offers, and how it invests, giving visitors an overview of its advisory philosophy and investment practices. The firm presents a team of named professionals, including Raj Chokshi, Shawn Meade, Lane Steinberger, Brian Huey, Larren Odom, Patrick Dailey, Elise Sutton, Ross Hughes, and Lauren Berry.

Visitors can also explore the Knowledge Center and other resources, or use the site’s contact and directions information to connect with the firm. Redwood offers a newsletter for those who wish to receive updates. The site includes disclosure, privacy policy, and code of ethics information, as well as a sitemap, reflecting its provision of materials about the firm and its policies.

Overall, Redwood Wealth Management presents itself as a fee-only advisory practice focused on its investment model, services, and professional team