John
Matthews

Redwood Private Wealth

CRD#5495147
Investment Advisor
in Phoenix, AZ

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About this Advisor

John Matthews is a financial advisor based in Phoenix, Arizona, working with Redwood Private Wealth. John has previously held positions at Matthews & Co Private Wealth Advisors, Iron River Capital LLC, Harvest Investment Services, LLC, Matthews Investment Company, and Redwood Private Wealth LLC. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, John is part of Redwood Private Wealth, which operates out of Phoenix, Arizona. The firm has 14 offices and 61 employees. The firm manages assets totaling $267.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Redwood Private Wealth includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3930 E. Ray Road Suite 155
Phoenix, AZ 85044

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Redwood Private Wealth Brokerage Details

Total Assets Under Management

$267,560,801

AZ Average: $1,555,372,352
Total Number of Employees

61

AZ Average: 37
Total Number of Accounts

1,788

AZ Average: 1,370
Average Account Size

$149,643

AZ Average: $1,135,308

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

2021 - Present (3 years)

Redwood Private Wealth LLC

2019 - Present (5 years)

Matthews & Co Private Wealth Advisors

2021 - 2021 (< 1 year)

Matthews Investment Company

2020 - 2020 (< 1 year)

Iron River Capital LLC

2019 - 2020 (1 year)

Harvest Investment Services, LLC

2013 - 2019 (6 years)

Matthews & Co Private Wealth Advisors

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

Bryan Nicolaysen
Highland, NY
William Anderson
Bolton, CT
Randall Boscow
Seattle, WA
Nicholas Greenhouse
Middlebury, CT
John Matthews
Phoenix, AZ
John Wright
Phoenix, AZ
Casey Cason
Phoenix, AZ
Seth Friedman
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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