Guiding you forward on your financial journey.

Having two decades of prior experience, Wood Wealth Management was started in 2006 to address the unique planning and investment needs of our clients. Being independent has allowed our team to develop unique concepts that help you reach your financial goals. Our focus is to guide you forward.

Get To Know Us

Our Approach

Your future matters and we take that seriously, which is why we believe in having a team, a plan, and an ongoing relationship to achieve your goals. Each member of our team contributes to your progress. Our services are comprehensive, and we collaborate with your tax advisor, estate planning attorney, as well as your insurance agent in the execution of your plan. We take time to learn your values and priorities to craft customized solutions. By monitoring your progress, we are able to adjust our strategies as your needs and the markets change.

Our Services

As outdoor enthusiasts, we liken our role to a guide that helps prepare and navigate your experience. Our guide service comes in two parts. The first is Financial Planning where we get to know and understand you. Once we have a clear understanding of you and your unique situation our Investment Management is where we implement your plan.

When it comes to Financial Planning, we believe now is the time for planning, regardless of where you are on your financial journey. Taking action now will make a difference for your future. Our process begins with understanding your current situation. We review your life insurance, investments, estate plan, and tax documents. We start here to ensure you have a solid foundation so your plan works even when life hits you with one of those unexpected challenges. Now that we know your foundation is set, we need to understand your future desires so we know we are guiding your experience to where you want to go. With the destination set, it’s time to develop the strategies that will bring those desires into reality.
-Retirement planning
-Cash Flow Planning
-Tax Strategies
-Gifting Strategies
-Insurance planning
-Estate planning
With your plan in place, we implement specific strategies to build wealth through our Investment Management Services. Our custom portfolios are built using diversification and active management. We understand investing is emotional, so we guide you through market volatility by focusing on your long term plan.
-IRA
-Roth IRA
-401k/403B
-Employer Retirement Plans
-Inheritance
-Estate Settlement