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Redwitz Wealth Management Group

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Redwitz Wealth Management Group

Overview:

Welcome to Redwitz Wealth Management Group - a firm that partners with you to build your financial independence. For over a decade, we have provided comprehensive financial planning and investment management services to our clients. Alongside the CPAs and accounting professionals at Robert R. Redwitz and Co., we work to empower our clients to answer life’s financial challenges with certainty and confidence.

Our team of seasoned advisors has earned several professional designations as well as advanced degrees in business, accounting and finance. Collectively we strive to provide unparalleled service and attention to each client’s specific needs and concerns. Portfolio design and asset allocation are extremely important but so is creating and monitoring a retirement plan, reviewing your living trust provisions, properly staffing a Family Office or starting an education savings fund. We encourage our clients to use Redwitz Wealth Management Group (RWMG) to facilitate communication and cooperation among all of their advisors to ensure that everyone is working toward a common goal. Our experience has taught us that continuity of advice matters to your ultimate success.

We invite you to explore the resources on our website, examine our areas of expertise and to allow us an opportunity to serve you.

History:

The Redwitz Wealth Management Group, through our affiliation as investment advisor representatives with 1st Global Advisors Inc., offers a full range of investment advisory services suited to each client’s specific needs. With an integrated approach to financial, estate, and trust planning, Redwitz Wealth Management Group assists its clients to maximize the growth, preservation, and transfer of wealth in ways that reflect their goals and values. The aim is to ensure our clients’ current financial well being, a secure retirement, and an estate that will benefit their heirs.

Redwitz Wealth Management Group is dedicated to partnering with you to build your financial independence. We realize that our success is not only measured in the financial health of our clients, but also in our ability to listen and understand your unique needs. Your financial dreams form the foundation of our work and together we can secure a path to your financial prosperity.

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