Redwood Wealth | Bay Area Financial Advisors

Planting Today Growing Tomorrow

Our father–son team has partnered for over thirty years with families to grow and protect their wealth, plan for retirement, and prepare for the years ahead.

Schedule an Appointment

Strong Roots. Steady Guidance. Shared Success.

We take the time to understand your goals, your values, and what matters most to you. Then we create a clear financial plan that gives you confidence for today and a sense of comfort for tomorrow.

Money and Investments

Designing an investment approach that balances today’s needs with tomorrow’s opportunities.

Retirement

Transforming your hard-earned savings into a steady income for life’s next chapter.

Lifestyle

Bringing your goals and resources together to create the lifestyle you envision.

Leaving Your Legacy

Creating a plan to help ensure your wealth makes a lasting impact for the people and causes you care about.

Latest Articles

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Learn More

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Learn More

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Learn More

What Sets Us Apart

As a family business with decades of experience, we believe financial planning starts with a relationship. That’s why we take the time to truly know you—not just your finances—so we can help you navigate every stage of life with confidence.

Grow With Us

Schedule an Appointment