REDWOOD GROVE WEALTH MANAGEMENT

Overview

Redwood Grove Wealth Management is an independent registered investment adviser focused on serving individuals and families. The firm operates as a capital allocator, combining financial planning with discretionary portfolio management and the selection of outside advisers when appropriate. Since registering with the SEC in 2022, the firm has emphasized public funds and mutual funds as the core building blocks of client portfolios while incorporating ESG considerations into its investment selection process. Fee arrangements are flexible — percentage of AUM, hourly, or fixed-fee engagements — allowing the firm to cover a range of planning and portfolio needs. Investment activity centers on multi-asset public strategies supplemented by third-party alternative managers for targeted exposures. The firm’s mandate is client-centered planning and portfolio management for individuals and small businesses, with discretionary authority over client assets and a willingness to outsource specialty allocations where needed rather than manage every strategy in-house.

Assets & Accounts

Investments & Alternatives

Location & Offices