

Redwood Financial Group
As a full-service financial consulting firm, we offer clients an assortment of quality, non-proprietary investment choices.

LPL Financial
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research
Stay informed on the things that could influence your financial picture the most. We offer research and articles.

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Our investment advisors would be happy to answer any questions you have about your financial situation.
Happening Now
- Global Portfolio Strategy | Resilient Rally: AI, Earnings, and Trade Deals Drive July Highs | August 7, 2025
LPL Research offers a comprehensive outlook on global markets, highlighting the impact of AI-driven earnings, evolving trade dynamics, and shifting […]
- Weekly Market Commentary | Stocks Sailing Smoothly Through Policy Crosscurrents So Far | August 11 2025
LPL Research examines recent stock performance in the face of changing and unexpected policy decisions by the current administration.
- Client Letter | Resilient Markets Amid Economic Crosscurrent | August 6, 2025
As July wrapped up and August got underway, investors were met with a whirlwind of market-moving events — from central bank speculation and a […]