The Redwood Team
Greater Cupertino Area
Talk to the team
Location
Greater Cupertino Area
A team behind every plan
We work with individuals and families who have accumulated significant wealth and are looking for thoughtful guidance on how to manage, preserve, and transfer it in support of their long-term objectives, with a focus on clients who hold concentrated stock positions. Our role is to bring structure and clarity to complex financial situations. We help clients make informed decisions regarding investments, retirement planning, estate planning, charitable giving, tax-efficient planning considerations, and concentrated equity positions. Through a collaborative planning process, we develop strategies designed to align with their financial goals and values.
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Meet Our Team
These are corporate specialists who work with this team as part of the Wealth Enhancement RoundTable™. Learn More.
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Newsroom and Resources
View All23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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