John
Matthews
Redwood Private Wealth
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About this Advisor
John Matthews is a financial advisor operating in Phoenix, Arizona, with 2 years of industry experience. Matthews is on the advisory team at Redwood Private Wealth. Their career trajectory has included roles at Matthews & Co Private Wealth Advisors, Iron River Capital LLC, Harvest Investment Services, LLC, Matthews Investment Company and Redwood Private Wealth LLC. Matthews has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Redwood Private Wealth is a business based out of Phoenix, AZ. It has offices in 12 locations and a total of 51 employees. It oversees $204 million in total assets across its 1,788 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,788 client accounts, just 5% belong to high-net-worth individuals who have greater than $1 million in investable assets. Redwood Private Wealth performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice usually are based on which services are provided. However, fee types billed by Redwood Private Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$204,343,703
51
1,788
$114,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
John Matthews Work History
John has been registered as a financial advisor for 2 years.*
Redwood Private Wealth LLC
Matthews & Co Private Wealth Advisors
Matthews Investment Company
Iron River Capital LLC
Harvest Investment Services, LLC
Matthews & Co Private Wealth Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Matthews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Redwood Private Wealth
Phoenix, AZ
Cherryville, NC
Phoenix, AZ
Phoenix, AZ
Middletown, DE
Aiken, SC
Phoenix, AZ
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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