Redwood Wealth Advisors

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Redwood Wealth Advisors
Team photo for Redwood Wealth Advisors

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Advisors

Advisor photo for Matthew Mc Menamy

Matthew Mc Menamy

CFP®, CRPC, ChFC®, CFS®, APMA®

Private Wealth Advisor

Vice President of Redwood Wealth Advisors
Visit Matthew Mc Menamy's website
Advisor photo for Jason Betz

Jason Betz

CFP®, BFA, CFS®, AAMS®, APMA®

Private Wealth Advisor

President of Redwood Wealth Advisors
Visit Jason Betz's website
Advisor photo for William Heider

William Heider

CFS®

Financial Advisor

Visit William Heider's website
Advisor photo for Demetri Karakasidis

Demetri Karakasidis

BFA, APMA®

Financial Advisor

Business Development Director
Visit Demetri Karakasidis's website


Team

Maggi Torres

Maggi Torres

Client Service Coordinator

Denise Curry

Denise Curry

Client Service Manager

Kristin Betz

Kristin Betz

Client Service Specialist

Dan Molyneaux

Dan Molyneaux

Operations Director