Redwood Grove Wealth Management is pleased to announce that Tanya Steinhofer was awarded the 2017 Heart of Financial Planning award by the Financial Planning Association (FPA). The Heart of Financial Planning Award recognizes financial planning professionals, firms and organizations that demonstrate remarkable commitment and passion to contribute or give back to the financial planning community and/or public. Read More
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 families with young children, women of all ages, 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-living 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.