Redwood Tax Specialists

Covey Rise Capital LLC, located in Sioux Falls, SD, is a boutique wealth management firm that blends Midwestern values with top-tier financial expertise. They focus on building genuine relationships with a select group of high-net-worth households, offering personalized attention and tailored strategies to meet each client's unique financial goals. The firm emphasizes a consultative approach to financial planning, investment strategy, and asset management, ensuring that clients receive bespoke advice rather than one-size-fits-all solutions. With a commitment to long-term partnerships and open communication, Covey Rise Capital aims to guide clients through life's financial complexities while honoring their trust and building lasting financial legacies. Generated from the website

Compass Financial Group is a locally owned and operated family business in Sioux Falls, SD, with over 35 years of experience in the financial industry. As an independent Registered Investment Adviser (RIA), they have the freedom to select the best products and investments for their clients' financial needs, without any loyalty to proprietary products. Their team of Certified Financial Planner (CFP) certificants, including Dave Ramsey SmartVestor Pros, provides holistic planning services that cover investments, insurance, and other areas of financial management. Committed to professionalism and ethical practices, Compass Financial Group prioritizes the value of professional, competent, and ethical financial planning services. They maintain their CFP certification through continued education and examination set forth by the CFP Board. As SmartVestor Pros, they offer solid, professional investing guidance and have earned their position through industry experience and a drive to help others. With a close partnership with Charles Schwab, one of the largest brokerage firms in the United States, Compass Financial Group ensures great value and a smooth transition for their clients.Generated from the website