The Redwood Empire Group is a full-service wealth advisory team utilizing a fee-based platform, and providing a holistic approach to the client's financial well-being. The team’s principals, [Bill Vick (34 years), John Ringgenberg (23 years), Toni Sprouse (20 Years), Greg Cho (13 years)] have 90 years of combined experience in the financial services industry. We act as fiduciaries on behalf of our clients, and focus on a coordinated strategy for meeting the client's financial objectives. In addition, we adhere to the procedures established by the CFP Board of Standards for financial planning and wealth management:
• Team introduction Capabilities
• Client Discovery/Due Diligence
• Situation Analysis/Review
• Client Recommendations
• Plan Implementation
Our initial consultation is complimentary (with no obligation), and allows the client to establish the best way to utilize our services. Please contact us for a confidential review (without cost or obligation) of your current financial situation. We look forward to serving your wealth advisory needs.
Santa Rosa Office: Map & Directions
3562 Round Barn Circle
Santa Rosa, California 94104
Phone: (707) 524-1000
San Rafael Office: Map & Directions
750 Lindaro Street
San Rafael, California 94901
Phone: (415) 451-1400
As Financial Advisors whose focus is on wealth management, we are aware of the special issues you face as a business owner, like creating a transition plan or finding the funds to launch a new venture. We can help with more than your personal investments— to talk to us about your business needs, too, call or email us.
As CERTIFIED FINANCIAL PLANNER practitioners, we will review your whole financial picture to educate you on the best decisions for you & your family to help achieve your goals within your risk tolerance while providing high quality of service. To learn more, email us.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.
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