Revolution Wealth - Retirement and Wealth Management

We’re excited to announce that CENTURY 21 Redwood Realty has officially partnered with Revolution Wealth, a premier financial advisory firm co-founded by Brad Wilks, our long-time trusted advisor. This partnership replaces our previous relationship with PBMares and enables us to offer a more personalized, comprehensive wealth management experience to our agents.

💼 What Revolution Wealth Offers

As an independent Registered Investment Advisor (RIA), Revolution Wealth provides fiduciary, fee-only financial guidance tailored to your unique needs. Their services include:

  • Investment Management

    Personalized strategies to grow and protect your wealth based on your financial goals and risk tolerance.

  • Retirement Planning

    Comprehensive plans to help you retire on your terms and maintain your lifestyle.

  • Tax Strategies

    Smart, efficient strategies to reduce your tax burden and grow long-term wealth.

  • Estate Planning

    Customized solutions to protect your assets and preserve your legacy.

  • Risk Management & Insurance

    Protective planning to safeguard your income, assets, and loved ones.

  • Business Establishment Services

    Expert guidance for setting up LLCs or S-Corps, helping you build a strong foundation for your business.

🏦 Retirement Solutions for Redwood Agents

📈 SEP IRA Setup & Professional Management

A streamlined way to build retirement savings by automatically deducting contributions from your real estate commissions.

Key Features:

  • Tax-Deferred Growth – Contributions reduce your taxable income and grow tax-deferred.
  • High Contribution Limits – Up to 25% of income or $70,000 (2025).
  • Flexible Investments – Choose from stocks, bonds, mutual funds, and more.
  • Roth Option Available – For tax diversification.
  • Professionally Managed – By licensed CPFA® and CFP® advisors.

🗃️ Solo 401(k) for Agents

A powerful retirement plan tailored for independent agents seeking greater flexibility and higher savings potential.

Key Features:

  • Designed for self-employed individuals without full-time employees.
  • Allows you to save up to $70,000 Age 50 and under
  • Allows you to save up to 77,500 if you are 50 and older
  • Allows you to save $81,250 if you are between 60 and 63
  • Contributions can be Pre-Tax or Roth Contribution

🚀 How to Get Started

  • Speak with an Advisor

    A Revolution Wealth advisor will walk you through your options and the onboarding process.

  • Start Saving Automatically

    Once enrolled, contributions will be deducted from your commission payments and labeled “SEP IRA Contribution” in your Commission Breakdown emails.

  • Tax Documentation
    • A tax document will be issued directly by the plan custodian.
    • Redwood will not issue this form, but you’ll receive a copy of your commission deductions.
    • A detailed breakdown will also be uploaded to your 1099 paperless file in the Redwood system.👉 Click here to view 1099 FAQs

📞 Advisors Contact Information:

Brad Wilks, CPFA®

Partner, Revolution Wealth

📧 Email: bradley@revolutionwealth.com

📱 Mobile: (703) 409-2485

🌐 Website: www.revolutionwealth.com

📆 Schedule a Meeting: Calendly – Brad Wilks


Andrew D. Evans, CFP®, ChFC®, CPFA®, BFA

Director of Financial Planning and Analysis, Revolution Wealth

📧 Email: andrew@revolutionwealth.com

📱 Mobile: (845) 337-8576

🌐 Website: www.revolutionwealth.com

📆 Schedule a Meeting: Calendly – Andrew Evans

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