Welcome to Redwood Grove Wealth Management
Redwood Grove Wealth Management is an independent, fee-only financial planning firm based in Marin County, California. Our mission is to enable clients to live fulfilling lives by exploring and integrating their core values and dreams into their financial plan. We offer portfolio management and holistic financial planning covering all aspects of a client’s financial life, such as investment, tax, insurance, retirement, college and estate planning. Our focus is on helping women of all ages, families with young children and those interested in sustainable/socially responsible investing (SRI).
The California Coastal Redwood is the state tree of California and as a species includes some of the longest-lived trees on earth (2,200 years). A tannin-rich bark and foliage that start well above the forest floor help the trees to be both fire and insect-resistant, contributing to their longevity. At Redwood Grove, we strive to help our clients live long, prosperous lives by ensuring their values and finances are aligned.
Redwood Grove is a California-state registered investment advisor and a certified Marin/Bay Area Green Business.