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Why Redwood?

We offer a unique “personal financial concierge” model focused solely on meeting your financial goals and life dreams. We have a limited number of members, allowing our seasoned professionals to spend more time collaborating with you on the decisions that matter most. Our promise is that we will treat you like family and be with you every step of the way on the path to financial and life success. 

 

Why Change to a Personal Financial Concierge?

Redwood Financial Strategies isn’t your typical advisory firm. Meet your personal financial concierge. What does that mean? We welcome any question or concern regarding your finances, be it a single inquiry or a more complex planning aspect that impacts your financial future. We don’t limit ourselves to sticking to just the funds or accounts you have within the firm. We’re here to create individualized and unique plans to provide you the most value for your ongoing and ever-changing financial situation.

Find out how Redwood Financial Strategies can help you with your retirement income goals.

Give us a call today!
​262.894.5741

Michael J. Reisel, President & Founder
Redwood Financial Strategies

​Adaptive by nature, Michael started Redwood Financial Strategies as an evolution of the financial advisor experience. It’s unlikely his clients have had a financial relationship like this one ever before.
 
Michael was inspired by the overall lack of financial stability and stress it causes people. He knew there was a better way. Most people have not been educated on finances correctly because it’s not part of the education system. Michael believes there can be clarity in understanding one’s finances by working with ....

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Todd Blazei, Partner & Advisor
Redwood Financial Strategies

Todd joined Redwood Financial Strategies in August 2020. He is a Fellow in the Society of Actuaries and graduated with Distinction from the University of Wisconsin-Madison with majors in Actuarial Science and Risk Management. ​During his career he has supported Fortune 500 companies and their employees both as an actuarial consultant to their retirement plans and in roles as Vice President of Compensation and Benefits. ​His most recent role was at Fiserv, Inc. where he chaired the Investment Committee for their 401k and retirement programs. 

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Joe Hren​, Partner & Advisor
​Redwood Financial Strategies

As a former Marine, Joe is on a mission to help you regain and maintain your financial well-being.  What drew Joe to Redwood Financial Strategies was the limited number of clients they work with.  This method allows Joe to dedicate time to learn and truly understand each one of his client’s financial needs and then tailor an individualized plan to support his client’s goals...

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Matt Fechter​, Partner & Advisor
​Redwood Financial Strategies

Matt is passionate about helping clients build and achieve their financial goals. The satisfaction that comes from empowering others to take charge of their financial future by providing knowledge, expertise and clarity is why Matt chose to become an advisor.
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Matt joined Redwood Financial Strategies in December 2021. He was immediately drawn to the firm because he loved founder Michael Reisel’s personal financial concierge approach that focuses on helping clients "Continue Building a Meaningful Life.” 

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Are you prepared for retirement?

You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money?
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Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

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