Broker Check

Finding Your Fit

We are an independent practice that utilizes no proprietary products. We adhere to the Fiduciary Standard mandating that we place our client's interests above all else. We pride ourselves on working to provide conflict-free, transparent advice.

  • Integration of Life and Financial Goals
  • Independent, Conflict-Free and Unbiased Advice
  • Exceptional Personal Service and Responsiveness to Client Needs
Client Centered

Investment Solutions
As an independent practice, Woods Asset Management’s open architecture platform delivers clients access to a wide array of investment opportunities typically not available within a single firm. This allows us to quickly implement solutions for our clients.

Research and Analysis
We utilize Institutional Investor-ranked equity and fixed income research, in addition to the independent research of various boutique firms, enabling us to make investment decisions based on the most comprehensive, industry-leading intellectual capital.

Suggested Content

<p>What to Do When You Lose Your Wallet</p>

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn More
<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
<p>5 Things That Seasoned Travelers Are Doing (That You're Not)</p>

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.
Learn More