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Financial Services

At Redwitz Wealth Management Group

We provide comprehensive and modular financial plans and advisory services that are developed to fit the unique needs of the individual, family or small business. A financial plan is not just a report that contains recommendations based on in-depth analysis but an ongoing process that begins and ends with you, the client, providing you with a strategic plan of action that aims to help you secure your needs and realize your goals.  As you achieve past goals,  life events and new desires create additional goals. Subsequently, a periodic review of your plan is important and necessary to help ensure you are on track to pursue your objectives as you accumulate, preserve and transfer your wealth.  Compensation is received through fees applied to assets under management or commissions depending on the type of service provided. 

Financial planning and advisory services may cover any or all of the following areas:

  • Retirement Planning 
  • Insurance Planning   
  • Asset Allocation    
  • Tax Planning    
  • Pension Plans    
  • Education Planning
  • Estate Planning
  • Investment Management
  • Long Term Care
  • Business Planning

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

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  • 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

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