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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:
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Investment Management
Personalized strategies to grow and protect your wealth based on your financial goals and risk tolerance.
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Retirement Planning
Comprehensive plans to help you retire on your terms and maintain your lifestyle.
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Tax Strategies
Smart, efficient strategies to reduce your tax burden and grow long-term wealth.
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Estate Planning
Customized solutions to protect your assets and preserve your legacy.
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Risk Management & Insurance
Protective planning to safeguard your income, assets, and loved ones.
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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
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Speak with an Advisor
A Revolution Wealth advisor will walk you through your options and the onboarding process.
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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:
Josiah Hunter, MBA
Founder, Revolution Wealth
📧 Email: josiah@revolutionwealth.com
📱 Mobile: (703) 887-4829
🌐 Website: www.revolutionwealth.com
Bradley C. Wilks, LACP
Co-Founder | Managing Director, Revolution Wealth
📧 Email: bradley@revolutionwealth.com
📱 Mobile: (571) 748-9493
🌐 Website: www.revolutionwealth.com
📆 Schedule a Meeting: Calendly – Brad Wilks
Andrew D. Evans, CFP®, ChFC®, CPFA®, BFA
Co-Founder | 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