Redpoint Wealth Management - Tempe, Arizona

Redpoint Wealth Management is a financial company that specializes in investment services. They are located at Address: 1400 E Southern Ave Suite 618, Tempe, AZ 85282, United States, and can be reached by phone at Phone: 4807941479.

One of the key features of Redpoint Wealth Management is their commitment to accessibility. They have a wheelchair-accessible car park and entrance, making it easy for clients of all abilities to visit their office.

In terms of their investment services, Redpoint Wealth Management has a strong track record of helping clients achieve their financial goals. Their team of experts works closely with each client to understand their unique needs and develop a customized investment strategy.

If you're considering working with Redpoint Wealth Management, there are a few key things to keep in mind. First, be prepared to provide detailed information about your financial situation and goals. This will help the team at Redpoint develop a strategy that's tailored to your needs.

Next, be open to exploring a range of investment options. Redpoint Wealth Management offers a variety of services, from traditional stock and bond investments to alternative assets like real estate and private equity. By considering a diverse range of options, you can help ensure that your investment portfolio is well-positioned to weather market fluctuations and achieve long-term growth.

Finally, be prepared to work closely with the team at Redpoint Wealth Management over time. Investing is a long-term process, and it's important to have a trusted partner who can help you stay on track and make adjustments as needed.

One thing that sets Redpoint Wealth Management apart is their strong reputation among clients. They have 13 reviews on Google My Business with an average opinion: 5/5. This is a testament to their commitment to providing exceptional service and helping clients achieve their financial goals.

Overall, if you're looking for a trusted partner to help you manage your investments, Redpoint Wealth Management is an excellent choice. With their commitment to accessibility, expertise in investment services, and strong reputation among clients, they have everything you need to build a strong financial future. Be sure to visit their website at redpointwealth.com to learn more and get started today.

Reviews of Redpoint Wealth Management

brian riley

5/5

Shawn is an exceptional financial advisor who combines deep intelligence with a trustworthy and approachable personality. From the moment we started working networking, it was clear that he is not only highly knowledgeable about financial markets and strategies but also genuinely cares about helping his clients succeed. He took the time to understand my financial goals and tailored his advice to suit my individual needs. What sets Shawn apart is his ability to explain financial concepts in a way that's easy to understand, making you feel confident and informed throughout the process. His accessibility, honesty, and dedication have made him a trusted partner in my financial journey. I highly recommend Shawn to anyone looking for a smart, reliable, and ethical financial advisor. Five stars all the way!

David Baragona

5/5

Shawn Swenson and his team are everything we could hope for in a financial advisor. In addition to the outstanding job they are doing managing our portfolio, his team has helped us with our long-term financial planning, which gave us the confidence to retire, knowing that we have a plan for the rest of our lives. In addition, his team helped us with estate planning, providing a referral for obtaining a will and trust, helped us with the application paperwork, and helped us get it notarized. We are now happily enjoying a stress-free retirement. Thanks Shawn!!!

Monica Stuve

5/5

I highly recommend Redpoint Wealth Management. Shawn Swenson is a wealth of knowledge and experience, and his expertise is far superior than any other CFP I have used. He is readily available for questions and concerns, and prioritizes his clients.

Gina Donnelly

5/5

Shawn is literally a “Wealth “ of knowledge when it comes to building a nest egg for retirement. My meetings with Shawn have always been helpful and informative and professional. I highly recommend Shawn for your financial needs

Patti Irwin

5/5

Shawn Swenson has been handling my investments for years. I'm very happy overall with how he handles my accounts, his communication and how easy it is for me to get in touch with him if I have any questions. I highly recommend Shawn and Redpoint wealth management.

Tony Prutch

5/5

Shawn is always professional and and his advise is invaluable. He is always accommodating working through different scenarios in order to help me decide what is the best path for me. I would and have recommended other people to use him.

andrew avila

5/5

Shawn at Red Point Wealth Management knows the ins and outs when it comes to wealth management. I would reccomend his services to anyone who wants to retire early!

Sandy

5/5

I love this place. From the first time I stepped in I felt welcomed and valued. They took the time to educate without pressuring us into signing anything. We were told to think about and get back with them if we want to work with them. They are always kind, educational, and responsive. I'm extatic that I switch to them