Client Login

1 (415) 737-5003

Client Login

1 (415) 737-5003

Notice of Privacy Policy

Redwood Grove Wealth Management (“RGWM”) collects non‐public personal information to help understand clients’ current circumstances and to assist clients in meeting their personal financial goals. This information may be collected from questionnaires, documents provided by clients, account transaction history, discussions with clients or others, or from other agencies or professionals that clients have authorized RGWM to access. RGWM holds all personal data provided to them in the strictest of confidence and requires clients’ specific permission before they will discuss clients’ affairs with anyone external to the firm. RGWM will not disclose information to non‐affiliated third parties (such as brokerage firms or insurance companies), except as permitted by law or in carrying out the duties for which client has retain RGWM. RGWM restricts employee and agent access to client information only to those who have a business or professional reason for knowing. RGWM maintains physical, electronic and procedural safeguards that comply with federal and state standards to secure client information.

Top