What We Do
Our team will provide your family with tax smart investment management and big-picture financial planning strategies utilizing our own 'Eat Where You Cook' Investment Philosophy.
With Wealth Advisor, Kathy Wood, in the role as team quarterback, we will provide you and your family with the peace of mind that your investment and financial affairs are in order and let you rest easy knowing someone is keeping an eye on "the big picture".
Team Wood
Who we do it for
A family affair
We serve a diverse group of successful families but specialize in assisting retirees, pre-retirees, and their extended families.
Our values
We're committed to honesty, integrity and excellence. We truly believe that the more we know, the more we can help and strive to treat every client as one of our own family.
Why clients do business with us
Clients come to us for various reasons.
But more often than not they come to us seeking financial clarity, the benefits of investment account consolidation, and find comfort in the tangible benefits of our 'Eat Where You Cook' Investment Philosophy.
With Team origins since 1987 and many years of combined experience assisting families with a wide range of personal financial and investment issues, our clients feel confident that we will keep them on the right path and only recommend investments and strategies we would consider for our own family.
What our clients are saying
“Not only are the Wood's experienced, knowledgeable and top notch financial advisors and managers, they also provide a personal care and touch that is first class.”
Joseph G.
“I have been a client of the Wood Family since 1993. During that time I have benefited from their financial expertise. However, their level of commitment, respectful demeanor and abilities in explaining the pros and cons at decision making times have proven invaluable to me”
Faith L.
