Skip to main content

  • Home
  • Our Team
  • Company 
    • Philosophy
    • Financial Services
    • Advanced Planning Team
    • Privacy Policy
  • Strategic Partners
  • Blog
  • In The News
  • Account Access
  • Resources 
    • FAQ
  • Contact

    You are here

  1. Home
  2. Company

Company

The Redwitz Wealth Management Group

We offer 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 work towards maximizing 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 pursue building 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 strive to secure a path to your financial prosperity.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 949-727-0566

Email:
dbrockman@redwitzwealth.com

 

3 Park Plaza Suite 1700, Irvine, CA 92614

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information

The financial consultants at Redwitz Wealth Management Group are registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. WCG Wealth Advisors, LLC, Redwitz Wealth Management Group and The Wealth Consulting Group are separate entities from LPL Financial.

The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

LPL Financial Form CRS

The financial consultants at Redwitz Wealth Management Group are registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. WCG Wealth Advisors, LLC, Redwitz Wealth Management Group and The Wealth Consulting Group are separate entities from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ and CA

LPL Financial Form CRS

© 2025 Redwitz Wealth Management Group. All rights reserved.

Website Design For Financial Services Professionals