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Services

Comprehensive investment advice exclusively tailored to your needs.

With significant wealth comes complexity. You require an intelligently designed investment strategy that addresses your multiple goals and objectives. It must be nuanced and tailored, while employing discipline and balance to help achieve your aspirations and legacy plans. At Woods Asset Management, we understand the importance of sustaining and enhancing your wealth, and we believe our distinct investment philosophy sets us apart. We believe that commitment to a long-term investment plan is the primary determinant of success. We utilize diversification to help protect your capital and mitigate risk, while also creating opportunities for growth.

With 30 years of wealth management experience under a variety of market conditions, we are steadfast in our belief that time in the market is more valuable than timing the market.

  • Wealth Management
  • Financial Planning
  • College Funding Strategies
  • Retirement Services
  • Legacy Strategies


A diversified portfolio does not assure a gain or prevent a loss in a declining market. There is no guarantee that any investment strategy will be successful or will achieve their stated investment objective.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

jonathan@woodsassetmgmt.com  |  (203) 635-8122