State of the Firm

Despite some national chaos at the beginning of the year, 2025 was another successful year for Redwood Grove Wealth Management LLC. We are grateful to our clients, family, and friends for their ongoing trust.

We feel fortunate to do work that is fulfilling for clients who are a pleasure to work with. We’re ending the year with about 60 client families and $150M under management. As we wrap up the year and plan for the coming year, we wanted to provide a few firm updates.

  1. Dan continues to develop his “owner’s mindset”. Dan began his role as an owner of the business in 2024 and continues to learn what it means to be an owner of a small business. He’s gotten involved with a leadership training program, has continued to master new tasks and focus on strategic planning for the year ahead. He’ll be leading our roll-out of AI tools in 2026.
  2. Our commitment to the environment and our community remains strong.  RGWM will be going through the B Corp recertification process in 2026 and remains a member of One Percent for the Planet, whose members are committed to donating 1% of their revenue to environmental non-profits.
  3. We have some capacity for new clients. Although RGWM is not in “growth” mode, we will make room for ideal new clients. We continue to prioritize clients who believe in ESG (Environment, Social, Governance) investing and who value comprehensive financial planning. We are careful to keep our number of clients small by industry standards in order to continue to deliver high-touch proactive client service. Taking on a manageable number of new clients will enable us to hire our next team member in the next year or so.
  4. In personal updates:
  • Tanya is finding herself with free time to consider new volunteer commitments now that her many volunteer roles related to her kids are winding down as they launch. Her son Brendan is a freshman at St. Olaf in Minnesota where he is thriving on the football and track teams despite the frigid winter temperatures. Her daughter Ashlyn is a senior in high school and eagerly awaiting her college decisions. Her husband Eric is focused on environmental conservation, activism and decarbonization. Tanya went scuba giving with her family in Hawaii this summer and is looking forward to skiing in Canada near Banff this winter.
  • Dan and his family continue to thrive in Petaluma, California. Dan is finding more time to enjoy his interests, like cycling and playing the guitar. Caitlyn, Dan’s wife, is celebrating her ten-year anniversary at Genentech in South San Francisco, where she serves as a Program Director in Regulatory Affairs. Dan’s son, Owen, is looking forward to starting transitional kindergarten this fall with his older sister, Adelyn, who is now in kindergarten. Dan and his family spent time with family on the East Coast this past year, including Cape Cod and upstate New York.
  • Jill enjoys travel and recently returned from a meaningful heritage trip to the United Kingdom with extended family, including visits to Scotland and London. Her older daughter is a junior at the University of Oregon, where she works part-time in the International Student and Scholar Services department and is planning to study abroad this spring. Her younger daughter is a junior at Redwood High School, balancing academics with athletics as a member of the MCAL Championship–winning varsity volleyball team. Jill’s husband recently launched his own company, offering fractional leadership to organizations navigating AI transformation. Jill remains actively involved in the community, volunteering with her family at ExtraFood, a community-based organization that works to end hunger and food waste in the Bay Area. Outside of work, she enjoys hiking, biking, and spending time with friends and family.