The Wood Wealth Group is a firm founded on the principles of one hundred percent fiduciary freedom to act in the best interest of the client with no obligations to any service or product provider.  Our firm was created to be leading where consumer protections in financial services are rightfully heading by being fully transparent and operating in the client's best interest.   Our firm was created by seasoned industry professionals who did not want to compromise client care due to parent company mandates.  At Wood Wealth Group we believe that all clients deserve consistent adherence to CERTIFIED FINANCIAL PLANNER™ techniques in a product agnostic environment.  We are committed to full service financial planning that is based in solid experience with up to date knowledge of industry trends.   At Wood Wealth Group, the client is number one in all we do every day in all situations without compromise.

At Wood Wealth Group clients can expect the following:

·       Advisors who listen to YOU and YOUR objectives according to YOUR values.
·       Partnership with qualified professionals who put your needs first.
·       Frank and easy to understand education in choosing options that put you in control.
·       Access to Property and Casualty services, Certified Public Accountants, Legal Services for Estate Planning, and Business Consulting Services.
·       Confidential, secure communication that puts your privacy first.
·       A team based approach that creates strategies that are appropriate to client needs.
·       Transparency on costs and fees.
·       Freedom from an aggressive sales environment where clients feel rushed or pressured.

Services Provided:

·       Retirement Planning to help maximize wealth while minimizing tax exposure.
·       Investment Planning for specific goals including home purchase, College funding, etc.
·       Financial Position Planning for debt control and tax management.
·       Estate Planning for fulfillment of your wishes when your estate is transferred to heirs.
·       Defensive Planning and risk assessment to protect your assets and income.
·       Senior Care and Long Term Care Planning to protect your legacy.
·       Business Planning for succession planning and security of your assets.