James R. Karberg
Phoenix-based IPA 100 firm REDW Advisors & CPAs (FY24 net revenue of $65 million) has appointed James R. Karberg as practice leader of REDW Wealth LLC, the firm’s SEC-registered investment advisory subsidiary.
In the role, Karberg will guide the strategic direction, growth and client service model of the firm’s wealth management practice. He will also oversee the continued development of REDW Wealth’s advisory platform, focusing on aligning the firm’s strategic vision with its delivery of tax-efficient wealth management services.
“James brings the strategic vision, technical depth and operational discipline that defines the future of REDW Wealth,” said Steve Cogan, managing principal of REDW Advisors & CPAs. “As our firm continues to expand nationally, it is critical that we do so on our own terms. Our commitment to remaining an independent firm allows us to control our own destiny, invest strategically in our people and platform, and make decisions that are guided solely by what is best for our clients, team and communities. James understands how to integrate comprehensive planning, tax strategy and investment management into a unified client experience while upholding the highest standards of compliance and governance.”
Karberg succeeds Douglas Hatcher, who previously led the wealth practice and will remain with the firm in a senior leadership role focused on client growth, relationship development and business expansion initiatives.
In addition to leading the practice, Karberg will continue to serve as chief compliance officer, overseeing regulatory oversight, compliance strategy and risk management across the wealth division.
Prior to joining REDW in 2024, Karberg was a principal with Phoenix-based Hatcher Financial PC, which joined forces with REDW to expand the firm’s wealth management capabilities. Earlier in his career, he worked with Fortune 500 organizations as a financial consultant to high-net-worth and emerging high-net-worth clients.
Hatcher will continue as a principal of the firm and remain actively engaged with clients, focusing on asset growth, strategic relationships and advancing REDW Wealth’s long-term development.
