Our Primary Purpose
Woods Asset Management is a comprehensive wealth management practice providing asset management and financial planning services for Families, Small Businesses and Non-Profit Organizations.
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.
Investment SolutionsAs 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 AnalysisWe 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.
Principles of Preserving Wealth
Choosing a Mortgage
The Business Cycle