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Investment management
Preserve Your Legacy
Retirement Planning is more than just an investment portfolio. We incorporate experts in the areas of portfolio management, estate, income, tax law, risk mitigation, medicare, and long term care planning. This strategy not only gives our clients access to experts in each field, but also gives them the greatest chance of the retirement they always wanted through a coordinated wholistic plan.
Financial Planning
We embrace technology to deepen our relationship with you. Financial Wellness comes through real communication. Technology helps us do that, but we feel technology should not take the place of human interaction. Today’s world is moving fast and information has to move as fast. We embrace this thought knowing our number one goal is a deeper connection with you.
Budgeting
Budgeting, the life line to getting what you want and spending on the goods and services you truly value. Our integrated approach and automatic updating will help you make the decisions you want and the decisions you need
Wealth Management
Our team approach surrounding the fiduciary needs of your money consists of risk testing, proper asset allocation, re-balancing and monitoring in a fee neutral and unbiased environment. We want you as our client to learn how we as a Wealth Management Firm trend the important characteristics of your money. We communicate this trend to you through our VIP Monitoring Program which is our communication with you regarding the trend of your account. We believe our communication to you helps a trusting relationship with you, which leads to better decision marketing
Retirement income Distrubution
Retirement distribution planning and implementation requires a great deal of analysis and stress testing. Probability analysis helps us have better discussions about your money and that money lasting through your lifetime. We use a systematic approach that segregates money for risk and cash flow. This is monitored monthly and reported to you. Our clients found this process has taken the worry out of their retirement lives
Your Investment Management Team
Michael Warta
Founder
Michael founded Redwood Financial Strategies to revolutionize financial advisory, providing clarity and confidence through teaching and management expertise. Witnessing clients’ transformations brings him joy, prioritizing their best interests and fostering connections. With diverse business experience, he thrives on successful outcomes and acts as a personal financial concierge. Michael holds a bachelor’s degree, Advanced Silver Sandler Certification, and securities licenses. Outside work, he cherishes family time and enjoys outdoor activities and travel.
Todd Blazei
Registered Investment Advisor
Todd is a partner at Redwood Financial Strategies. He has had a distinguished 30- year career as a financial actuary and HR executive. In previous roles he served as an actuarial consultant to support Fortune 500 companies in their retirement plans and then as VP of Compensation and Benefits. Before he started with Redwood Financial Strategies, he chaired the Investment Committee for 401k and retirement programs at Fiserv, Inc. Todd is a Fellow in the Society of Actuaries as well a member of the Iron Shield Society of the Wisconsin Union at UW-Madison. When Todd isn’t crunching numbers at the office, he’s at home relaxing on the lake with his wife and daughters.
Cory Spencer
Estate & Legacy Planning Specialist |
Registered Investment Advisor
Cory is a partner and financial advisor at Legacy Partners Group. He started out as an estate planning specialist with Johnson Law Group and continued in that role at Legacy Partners Group, additionally obtaining his Series 65. Working as both a financial advisor and bringing experience of estate planning helps him integrate important areas of retirement planning to create a holistic and comprehensive approach for each client. In his time as an estate planning specialist Cory helped create over 1,000 estate plans for clients. Now as a financial advisor he aspires to bring that same drive to help clients secure their financial legacy.
When not working, Cory spends his time volunteering with Habitat for Humanity and other local Milwaukee non-profit organizations. He enjoys helping coach youth summer baseball and basketball leagues, spending time with his seven nieces and nephews, and trying various outdoor activities such as hiking and kayaking. Cory has a passion for travel and is slowly working through his bucket list of countries.