About The Redwoods Initiative

The Redwoods team is a consulting group with extensive experience in the wealth management industry, philanthropic services, counseling and coaching practice and education field. Because each program offering is specific and customized, trainers vary depending on the nature of the service. In order for Redwoods to maintain its integrity and neutrality in the wealth management industry, a group of consultant trainers are hired when it serves the client. Other circumstances lead to working with existing advisors to create a cohesive education experience. It is our mission to best serve the education needs of the individual and family… and not one is the same, thus our ability to customize programming as needed. For more information on us, please contact: abby@redwoodsinitiative.org.