A complete list of active advisors currently associated with Redwood Grove Wealth Management

Warmer can help you find a great advisor at Redwood Grove Wealth Management or one who fits your needs even better.

Redwood Grove Wealth Management provides discretionary asset management and comprehensive financial planning to individual clients and families, overseeing $151,319,341 in client assets for about 72 accounts as of December 31, 2025. The firm offers ongoing portfolio management alongside one-time or ongoing financial planning services tailored to clients’ goals and circumstances. The firm’s investment approach emphasizes diversified, tax-efficient, low-cost portfolios built primarily with index mutual funds and exchange-traded funds and guided by Modern Portfolio Theory and long-term strategic allocations. RGWM generally seeks to minimize trading and may use sub‑advisers in limited cases while tailoring asset mixes to clients’ time horizon, risk tolerance, and other personal factors. Distinctive operational features disclosed in the brochure include periodic listings on third‑party websites that generate client referrals, a stated policy permitting use of approved artificial intelligence tools for research while prohibiting AI from directing investment decisions, and an advisory team with recognized professional credentials and experience in areas such as real assets and sustainable investing. The firm also does not vote client proxies, leaving voting responsibility to clients, and provides quarterly performance reporting and regular client reviews.

To learn more about the advisors currently working at Redwood Grove Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.