What is Redwood Grove Wealth Management?
Redwood Grove Wealth Management is a boutique financial life planning firm dedicated to making the world a better place. They focus on empowering busy families and independent women to confidently lead fulfilling lives with financial peace of mind. This isn’t your typical investment advising firm — it’s a place where financial planning meets life goals, with a strong emphasis on clarity and purpose.
The Main Benefit of Redwood Grove’s Approach
The core mission here is simple yet powerful: to provide financial peace of mind. How do they do it? By:
- Helping clients explore and capture their vision of a fulfilling life
- Mapping a course that aligns perfectly with that vision
- Holding clients accountable along the way — because plans need follow-through
- Investing money appropriately to support life goals
- Adjusting the road map as life unfolds — because, well, life happens
Who Are Redwood Grove’s Clients?
The clients are motivated individuals who want to do what’s necessary to achieve their vision. They see Redwood Grove as more than just advisors — they’re sounding boards for all financial decisions. These clients appreciate plain English explanations (no jargon, no confusion) and have a keen interest in sustainable, impact, and socially responsible investing. It’s about aligning money with values, not just numbers.
Services Offered by Redwood Grove
Redwood Grove offers comprehensive financial planning tailored to each client’s needs. Whether it’s a one-time deep dive or ongoing support, they’ve got it covered. Portfolio management is also part of the package. As a fee-only firm, their compensation comes solely from the fees clients pay for these services — no hidden commissions or conflicts of interest here.
Commitment to Community and Sustainability
Beyond financial advising, Redwood Grove is deeply committed to making objective financial advice accessible to people from all socio-economic backgrounds. They actively engage in pro bono work within the local community and educate children about personal finance — planting seeds for a financially savvy future generation. Plus, they’re serious about minimizing their corporate and personal carbon footprint, leading by example as stewards of both clients’ capital and the environment.
Project Impact: Sustainable Development Goals (SDGs) Linked to Redwood Grove
- SDG 4: Quality Education — through financial literacy programs for children
- SDG 8: Decent Work and Economic Growth — by empowering clients to achieve financial independence
- SDG 10: Reduced Inequalities — via pro bono financial advice for underserved communities
- SDG 12: Responsible Consumption and Production — promoting sustainable investing
- SDG 13: Climate Action — minimizing carbon footprint and advocating environmental stewardship
Credentials and Industry Standing
Redwood Grove is recognized in the investment advising industry, holding a B Corp score of 106.2 — a testament to their commitment to social and environmental performance. Their team includes certified professionals such as CFPs (Certified Financial Planners) and CFAs (Chartered Financial Analysts), ensuring expert guidance grounded in both ethics and expertise. Keywords like financial planner, sustainable investing, investment management, CFP, and CFA are central to their identity and service offerings.
