Thomas
Sims
Redwood Private Wealth
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About this Advisor
Thomas Sims is a financial advisor based in Phoenix, Arizona, working with Redwood Private Wealth. Thomas has previously held positions at Advanced Estate Services, LLC, Gradient Advisors, LLC, Horter Investment Management, Redwood Private Wealth LLC, and Redwood Tax Specialists. Thomas has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Thomas 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
Services Offered
Fee Structure
Office Location
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Redwood Private Wealth Brokerage Details
$267,560,801
61
1,788
$149,643
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Sims Work History
Redwood Private Wealth LLC
Redwood Tax Specialists
Advanced Estate Services, LLC
Horter Investment Management
Gradient Advisors, LLC
Disclosures
Please visit the SEC profile of Thomas Sims to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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