About Redwood Wealth Management
At Redwood Wealth Management, our philosophy is rooted in personalized service and unwavering commitment to your financial success. We believe that every client’s journey is unique, which is why we take the time to understand your goals, values, and challenges. By combining thoughtful planning, tailored strategies, and a deep dedication to building lasting relationships, we aim to simplify the complexities of wealth management and guide you confidently through every stage of life.
Your Life Stage...
Key Financial Decisions
- How can I assess my risk tolerance?
- How do I prioritize debt management?
- What investment strategies will help me achieve my goals?
- How can I maximize my tax savings?
- Should I invest more in my retirement accounts?
- What financial products will give me the best returns?
Redwood Financial Solutions
- Legal Services
- Estate Planning
- Tax Planning
- Pension Advice
- Social Security Planning
- Succession & Legacy Planning
- Financial Planning
- Employee Benefit Analysis
- College and Education Planning
- 401(k) Management
- Investment Management
- Retirement Planning
- Insurance Review
Our Team
Andrew Charbonneau, CFP®
President / CEO
Hi, I’m Andrew Charbonneau, President and CEO of Redwood Wealth Management, a firm rooted in dynamic, individualized financial planning. I founded Redwood with the vision of bringing a more active financial management solution to families and business owners.
With connections to advisors in many other firms, I found that many clients were receiving a solution for investment management, but a lack of guidance in other principals of finance. From the beginning, I knew that Redwood’s goal was to provide knowledge and instill confidence in our clients not just through our investment management, but with tax planning, estate planning, business succession and overall financial education. Simplifying the world of financial planning so each of our clients fully understand the best way to achieve their goals is key to their success.
I grew up with three older siblings and saw how hard my father worked as a Biomedical Engineer at Detroit Medical Center to support our family. My mother worked in early childhood development, pouring her love and energy into helping care for and mold young minds. The words, ‘children learn from what you do, and not what you say’ could not be any truer. Their guidance taught me that working hard and having empathy for others are two of the most important aspects in all areas of life. While they told me stories of how I was great at numbers from a young age, counting change in my mom’s purse at the age of four, it was the empathy my mother had for others that guided me on this path of using my knowledge to change people’s lives for the better.
My true passion for financial planning started early while I was attending Northwood University to receive my Bachelor’s Degree in Banking, Finance, and Management. I excelled in courses centered on portfolio management, tax planning, and business development. Seeing all of the important factors that lead to success in personal finance and business made me realize how little education is provided to the majority of people who do not take this path.
With that in mind, I put a strong emphasis on education in my career. I received the CERTIFIED FINANCIAL PLANNER™ designation to better assist my clients in all aspects of their planning needs to achieve their financial goals with confidence.
My wife, Katie, and I and are blessed with two wonderful children, Finn and Evelyn. We enjoy bringing them along on our outdoor adventures (hiking, biking, kayaking). Family is extremely important to us, and because of this, I know that financial planning is not always just for the individual, or the business, but for generations of family to come.
Alicia Nagel
Executive Assistant
Hello, my name is Alicia Nagel, I am the Executive Assistant to Andrew Charbonneau. I bring a diverse background that includes a Bachelor’s degree in Criminal Justice from Ferris State University and six years of experience working at a law firm. Working at Redwood has given me the opportunity to expand my expertise in the financial services industry and support our firm's goal to improve lives through financial planning and education.
In addition to my professional career, I am an entrepreneur with a passion for creativity. I own and operate Phiber Printing, a local screen printing business, where we design and produce artwork and clothing, offering high-quality products to my clients.
Outside of work, I prioritize a healthy lifestyle. I love spending time outdoors—whether hiking, kayaking, or camping—and I enjoy traveling to explore new destinations. I also practice wellness through yoga and meditation. I am also an organic gardener, preserving food as part of my commitment to sustainable living. I have compassion for all beings and strive to live with kindness, empathy, and respect for life. I am always looking for new ways to connect with others and make a positive impact.