Redwood Wealth Management LLC

Investment ManagementNorth Carolina, United States2-10 Employees

Client First

Redwood Wealth Management was built on the idea that the client should always come first.

Our founders, Benjamin Lincoln and Daniel Preslar, made the decision years ago that the traditional financial services model was not the best option for their clients or themselves. In 2007 they decided to leave the world of big Wall Street firms and build something different.  Benjamin and Daniel wanted to create a place where they would be free from distractions like proprietary products and sales quotas. Escaping the corporate “noise” would free them to truly make the best recommendations for their clients.

Searching to fill this need led Benjamin and Daniel to form Redwood Wealth Management, LLC, an employee owned firm where they would be able to provide independent thinking without the limitations created by corporate conflicts of interest.

Trust is at the Center of Our Core Values.

At Redwood Wealth, we take our clients’ trust very seriously. As a firm, we hold ourselves to the highest ethical standards and act with exclusive loyalty to our clients.

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