MAKE SMART CHOICES

Redwood Money

LEAVE A LASTING LEGACY

Redwood Money provides comprehensive financial planning and investment management so you can align your money with your values.

OUR MISSION

I started Redwood Money to do what I love so my clients can live a life they love.

Advice for every money move

Let’s get you from here to there.

Charitable Giving

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Buying a Home

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Travel

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Charitable Giving · Buying a Home · Travel ·

Retirement

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Education

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Legacy

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Retirement · Education · Legacy ·

ARTICLES FOR FINANCIAL EXCELLENCE

Exciting updates and an investing secret
Exciting updates and an investing secret

In this month's client update I share exciting personal and professional updates and a powerful investing secret. Watch now to learn more.

What’s going on with Silicon Valley Bank?
What’s going on with Silicon Valley Bank?

Clients have been asking me about the Silicon Valley Bank failure and other recent banking challenges. After monitoring it closely I wanted to provide clarity amidst the noise.

Notes from the journal