What departments does Redwood Grove Wealth Management have?

Redwood Grove Wealth Management has employees across 1 departments including Operations.

What is the largest department at Redwood Grove Wealth Management?

The largest department at Redwood Grove Wealth Management is Operations with 1 employees.

Where are Redwood Grove Wealth Management employees located globally?

Redwood Grove Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

How has Redwood Grove Wealth Management's team size changed over time?

Redwood Grove Wealth Management's team has decreased from approximately 4 to 2 employees based on available data.

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Redwood Grove Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

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 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 women of all ages, families with young children and those interested in sustainable/socially responsible investing (SRI) and philanthropy.  Redwood Grove is a California-state registered investment advisor and a certified Marin/Bay Area Green Business. B Corp. One Percent for the Planet.

Find Redwood Grove Wealth Management employees' phone numbers or email addresses

Redwood Grove Wealth Management Global Highlights

North America
6

United States Of America
6

Oceania
1

Australia
1

Redwood Grove Wealth Management's Leadership

T. M.
Client Service Officer
Mobile Phone
Email
J. M.
Operations
Mobile Phone
Email
C. T.
Mobile Phone
Email

Redwood Grove Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Redwood Grove Wealth Management

Name

Title

Contact Info

Location

Last Update

T. M.
Client Service Officer
Mobile Phone
Email
AustraliaWestern Australia
Nov 10, 2025
J. M.
Operations
Mobile Phone
Email
UNITED STATES
Jul 12, 2023
C. T.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Redwood Grove Wealth Management known for?

Redwood Grove Wealth Management was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in Mill Valley, California 94941 United States; you can contact the main corporate office by phone at

+1-415-516-****

. Explore Redwood Grove Wealth Management's company overview page for more information.

What is Redwood Grove Wealth Management's most common email format?

Redwood Grove Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Redwood Grove Wealth Management email formats with LeadIQ.

How many employees does Redwood Grove Wealth Management have currently?

Redwood Grove Wealth Management has approximately 4 employees as of February 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Redwood Grove Wealth Management's key employees and leadership?

As of February 2026, Redwood Grove Wealth Management's key employees include:

Client Service Officer: T. M.
Operations: J. M.
: C. T.

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