About Us
Building Wealth, Securing Futures Together.
At Redwood Financial Strategists, we craft personalised financial roadmaps to turn dreams into reality. With expertise in tax planning, retirement, education funding, and business growth, we empower families and entrepreneurs to build lasting wealth. Our client-first approach combines data-driven strategies with heartfelt guidance because your financial freedom matters. Let’s grow your tomorrow, today.
To empower individuals and businesses with tailored financial strategies, fostering prosperity through expert guidance, innovative solutions, and unwavering integrity turning aspirations into enduring realities.
A world where every family and enterprise achieves financial freedom, supported by Redwood’s trusted stewardship building legacies that thrive across generations through smart, sustainable wealth planning.
Why Choose Us
Your Trusted Financial Growth Partner
Redwood Financial Strategists combines decades of expertise with personalized solutions, ensuring your wealth grows securely. We prioritize your goals, offering unbiased advice and tax-smart strategies because your success is our legacy.
Integrity guides every recommendation. Excellence drives our strategies. Independence ensures unbiased advice. Trust builds lifelong partnerships. We champion transparency, client-first solutions, and disciplined innovation because your financial freedom deserves nothing less.
We uphold honesty and transparency in every recommendation, ensuring your trust is never compromised because ethical advice is the foundation of lasting wealth.
Your goals drive our strategies. We blend innovation with discipline to deliver tailored solutions that evolve with your life’s changing chapters.
Unbiased, research backed guidance free from conflicts so your financial plan serves only your aspirations, not external agendas.
Recognised excellence award-winning strategies and elite certifications that validate our expertise and commitment to your success.
Insightful Leadership
Great Leadership is Key To A Successful Initiative.
A seasoned financial strategist with a passion for empowering clients, Preeti Lodaya is a Chartered Financial Analyst (ICFAI) and post-graduate in Commerce, backed by IRDA and AMFI certifications. With over 25 years of expertise, she founded Redwood Financial Strategists in 2011 to provide unbiased, research-driven wealth management solutions. Her client-centric approach has guided entrepreneurs, professionals, and families toward financial freedom—from education funding to retirement planning. A sought-after speaker and advocate for financial literacy, Preeti blends analytical rigor with heartfelt advice, ensuring every strategy aligns with her clients’ dreams.
Founder-Director
Financial Success can only be achieved with a Vision
At Redwood Financial Strategists, we believe financial success is built on trust, innovation, and personalised strategies. My journey from a finance professional to founding this firm was driven by a singular vision to democratise financial wisdom and help individuals and businesses achieve lasting prosperity. With over 25 years of experience, I have seen how disciplined planning transforms lives.
Our mission is simple “to guide you with integrity, empower you with knowledge, and craft solutions that grow with your aspirations”. Because your financial freedom is our ultimate measure of success.
Customised Solutions
Tailored Made for All Segments
Custom financial strategies designed for every profession and life stage—ensuring your unique goals are met with precision and care.
