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
  3. Philosophy

Philosophy

At Redwitz Wealth Management Group

You are the focus. We believe successful relationships begin with gaining a clear understanding of each client’s specific concerns, needs and long-term objectives. Only by working together as partners can we identify what is important to you and your loved ones and best serve you as your trusted financial advisor.

Our overriding principle as professionals is our responsibility to you, our client, to provide objective advice and recommendations.  Once we have developed a way forward we believe it is just as important to help you identify the most appropriate way to implement your plan. It is important to understand not only the potential risk and return associated with investing but also the cost. As an independent Registered Investment Advisor we are free to choose from products that are offered by all the major providers.

At Redwitz Wealth Management Group our relationship with you will reflect our honesty and concern for your interests and our intent to provide you with superior client service.

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