Redwood Grove Wealth Management

Redwood Grove Wealth Management (RGWM) is a fee-only financial planning and investment advisory firm based in Marin County, California. They specialize in providing comprehensive financial planning services, including investment management, retirement planning, college savings, estate planning, and tax planning. RGWM is committed to serving as fiduciaries, putting their clients' interests first and aligning their own interests with those of their clients.

They are a certified B Corporation, demonstrating their commitment to sustainability and social responsibility. RGWM also actively supports environmental nonprofits through their membership in the One Percent for the Planet organization. The firm has a team of experienced financial professionals, including a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA), who are passionate about helping their clients achieve their financial goals.

Redwood Grove Wealth Management offers a flexible work environment, including unlimited time off, competitive compensation, and hybrid work schedules. This approach allows employees to balance their work and personal lives, promoting a healthy work-life balance. This flexibility fosters a desirable work environment and contributes to the company's commitment to creating an inclusive and supportive workplace.

Redwood Grove Wealth Management offers a competitive benefits package to its employees, prioritizing work-life balance and overall well-being. Employees enjoy unlimited time off, flexible hybrid work schedules, and competitive compensation. The company also offers a robust Employee Assistance Program, providing access to counseling services, financial planning, educational assistance, and other support resources.

Redwood Grove Wealth Management (RGWM) is a fee-only, Registered Investment Advisor that strives to help clients align their values with their finances. They offer comprehensive financial planning and portfolio management services, with a focus on sustainability and social responsibility. RGWM is a certified B Corporation, meaning they meet high standards of verified performance, accountability, and transparency, and are committed to making business a force for good in the world. They also donate 1% of their revenue to environmental non-profits as part of the One Percent for the Planet community.

Redwood Grove Wealth Management promotes a culture focused on client-centricity, ethical practices, and community involvement. They prioritize putting their clients' interests first, emphasizing transparency and fee-only services. The company fosters a culture of continuous learning, encouraging employees to stay ahead in the field and educate their clients. They actively embrace sustainability and social responsibility, demonstrated by their B Corp certification and membership in One Percent for the Planet. Redwood Grove cultivates a collaborative and inclusive work environment with a strong emphasis on individual well-being and team relationships, creating a supportive and fulfilling workplace.

Redwood Grove Wealth Management demonstrates a commitment to diversity, equity and inclusion through its actions, not just words. They are a certified B Corporation, striving to use their business as a force for good and continually improve their operations. They promote an inclusive work environment with unlimited time off, competitive compensation, and flexible, hybrid work schedules. Additionally, they actively invest most of their clients' money in funds that use environmental, social and governance (ESG) criteria, aligning their values with their business practices. This commitment to sustainability extends to their community involvement, with regular donations to environmental non-profits and volunteering at the SF-Marin Food Bank.