wealth.CONTACT US TO LEARN MORE ABOUT

HOW YOU CAN BENEFIT FROM OUR

WEALTH MANAGEMENT EXPERTISE.

Ginny Stanley 505.998.3216 gstanley@redwstanley.com

Today more than ever, people require expertise,

individual attention and a trusted advisor who

understands both the challenges and opportunities

that come with personal wealth. That’s the kind of

financial consultants you’ll find at REDW Stanley.

With the in-depth knowledge, experience and

sophistication of a large institution, REDW Stanley

and our team of skilled professional advisors also

offer the flexibility and hands-on approach you

deserve. Above all, we are financial advisors you

can trust and who put your best interests first.

Why choose us?

We listen – and consider – your individual situation. We learn your investment objectives, how

much risk you’re comfortable with, how much time you have to accomplish your goals, and more.

Then, our expert team of advisors structures a plan tailored to you.

We are fee-only advisors. We do not sell you anything nor do we receive commissions. Our

recommendations and advice are based entirely on your needs and goals. When you’re successful,

we are, too.

Our expertise is broad and deep. For years, we’ve been helping families and individuals in the

Southwest to build, enjoy and preserve their assets. Our team of experienced CPAs, Personal

Financial Specialists, Certified Financial Planners™ and Chartered Financial Analyst®

charterholders are experts at turning complex situations into solid financial plans.

SERVING YOU WITH A WEALTH OF KNOWLEDGE From our experience helping clients develop effective wealth management strategies, REDW

Stanley understands what it takes to help you reach your goals. Our personalized services to help

you achieve them include:

• Private Wealth Services – Individuals and families with a high net worth want to safeguard

their assets while also putting them to good use. We can help you with a personal plan

enabling you to protect and manage your assets and lifestyle, manage risk, increase the

effectiveness of your charitable gifts, and preserve family harmony through thoughtful

estate planning.

• Investment Management & Consulting – Maintaining investment returns while also

controlling risk requires a wealth advisor who understands your priorities, analyzes

your investments and identifies the best vehicles for you. REDW Stanley is a fee-only

Registered Investment Advisor, regulated by the U.S. Securities and Exchange

Commission. We strictly observe fiduciary standards and we do not earn commissions or

sell investment products.

• Tax and Estate Planning – We can help you evaluate your estate plan to ensure it protects

your assets, complies with federal and state regulations, and – if needed – work with you

to update it in case of future changes in the tax laws or your circumstances.

• Retirement Planning – REDW Stanley wealth planning advisors can help you deal with

a broad array of retirement considerations, ranging from long-term care planning and other

health-related expenses to the tax impact on investment gains. Our experienced

professionals can help you make smart decisions that will benefit you down the retirement

road.

• Company Retirement Plan Investment Advisory Services – When employers, ERISA plan

administrators or human resources personnel are the fiduciaries to employee benefit plans,

it’s wise to have investment advisors who adhere to solid fiduciary principles. REDW

Stanley’s investment advisory practice follows the highest standards established by the

Center for Fiduciary Standards.

• Eldercare Services – Our eldercare specialists and family office administrators can help in

many ways, from tax preparation and investment management to appropriate titling of

assets, estate administration, as well as housing and geriatric referrals.

• Family Office Administration – When you lack the time or expertise, managing a family

office or your aging parents’ estate is a task best handled by professionals. REDW Stanley’s

Family Office Administration Services Group offers a trustworthy option for bill paying,

trusteeships and conservatorships, financial statement preparation and much more.

• Specialized Services – REDW Stanley is a full-service wealth management firm offering

a range of services that extend well beyond those of conventional firms. Services to

individuals include: divorce or separation planning, mediation and collaboration; expert

witness testimony in a wide range of areas; structured settlement consultation to achieve

tax-advantaged settlements; and stock option cash flow planning. Services to organizations

include fiduciary reviews, audits and consulting and financial education for employees.

CONTACT US TO LEARN MORE ABOUT

HOW YOU CAN BENEFIT FROM OUR

WEALTH MANAGEMENT EXPERTISE.

Ginny Stanley 505.998.3216 gstanley@redwstanley.com

redwstanley.com

Al b u qu e r qu e

7425 Jefferson St NEAlbuquerque, NM 87109

P 505.998.3200

F 505.998.3333

Phoen i x

5353 N 16th St, Suite 200

Phoenix, AZ 85016

P 602.730.3600

F 602.730.3699

All mentions of REDW Stanley refer interchangeably to REDW Stanley offices in Arizona and in New Mexico. In Arizona,

REDW Stanley operates as REDW Stanley Wealth Advisors, LLC, an SEC-registered affiliate of REDWLLC. In New Mexico,

REDW Stanley operates as REDW Stanley Financial Advisors LLC, an SEC-registered firm subsidiary of REDWLLC.