“Despite the fact that the economy has been incredibly tumultuous - or perhaps because of it - our client base has continued to grow,” said Raj Chokshi, Redwood Wealth management co-founder and partner. “Many investors have learned very difficult lessons about portfolio management – or the lack thereof and have become painfully aware that leaving their financial future unattended simply isn’t an option. As such, more and more people are seeking advice from experts like Erin, who they can trust and in whom they have confidence. We are thrilled to have her on our team.”
Redwood Wealth Management is a fee-only financial advisory and wealth management practice specializing in asset management, financial planning, and tax services.
“Many financial advisors are compensated in ways that motivate them to recommend inappropriate or less-than-ideal investment products to their clients,” said Chokshi. “As an independent, fee-only financial practice, our compensation structure is designed with our clients’ best interest in mind. In short, when our clients do well, we do well.”
McHugh stated that the firm’s structure, which gives her the ability to provide truly objective advice, was an extremely important consideration in transitioning her clients.
“My clients pay me to understand their current circumstances as well as their long-term goals, to provide objective advice, and to develop, implement and manage a financial strategy that is entirely in their best interests,” McHugh said. “Working with an independent, established and respected firm like Redwood, allows me to continue to serve my clients the only way I know how.”
McHugh brings with her more than a decade of wealth management experience. Prior to joining Redwood Wealth Management, she worked at a boutique fee-only financial planning firm where she was responsible for providing comprehensive financial planning, tax planning and preparation, and investment advice to high net worth individuals, families, and small business owners. From 1998 to 1999, McHugh worked in the institutional equity sales office at ING Baring Furman Selz, and from 1999 to 2001 she worked in AXA Financial’s Financial Planning Center.
McHugh earned a Bachelor of Science degree in Business Management and Marketing from Cornell University, a Master of Science degree in Personal Financial Planning from Georgia State University and Certified Financial Planner® credentials in 2002.
McHugh currently serves on the Leadership Sandy Springs board of directors and is the organization’s President Elect for 2009 / 2010. She is also an active member of the Georgia Financial Planning Association and the GSU Personal Financial Planning Alumni Association.
# # #
About Redwood Wealth Management
Redwood Wealth Management is a boutique wealth management firm with an emphasis on asset management, financial planning, and tax services. As an independent, fee-only financial advisory practice, Redwood’s team of experienced and knowledgeable advisors deliver tailored financial strategies free from conflicts of interest. The firm’s focus is to guide clients toward their financial goals in the most objective manner possible and to keep their welfare at the center of our work. The firm is committed to establishing life-long partnerships with its clients by earning and protecting their trust and confidence. For more information, please visit www.redwoodwm.com.
No comments:
Post a Comment