Profile
Redwood Grove Wealth Management is a Larkspur-based Certified B Corporation providing values-aligned financial planning and investment management for individuals, families, and mission-driven organizations. Founded on the belief that wealth should be a tool for positive change, Redwood Grove integrates sustainability, equity, and long-term stewardship into every client relationship.
The firm’s Values & Philosophy centers on transparency, inclusion, and impact—helping clients align their portfolios with what matters most. Through ESG and impact investing, Redwood Grove channels capital toward companies and funds that advance climate solutions, social equity, and ethical governance.
As a B Corp, Redwood Grove measures success by both financial performance and social responsibility. Its Sustainability at RGWM initiative tracks internal practices—reducing carbon footprint, engaging in community service, and continuously improving accountability standards.
Rooted in the redwood’s symbolism of strength and renewal, Redwood Grove Wealth Management helps clients grow their wealth with purpose, ensuring prosperity that lasts for generations.
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