Jeremy Wadsworth is a CFA® charterholder with five years of industry experience. He is currently affiliated with North Woods Wealth Management and previously worked at Landmark Wealth Management. Jeremy has been with North Woods Asset Management since 2017. North Woods Wealth Management provides discretionary investment management, retirement plan consulting, and participant account management to individuals, trusts, and retirement plans. The firm applies a “Three Filter” investment process combining passive and active strategies and manages portfolios across four archetypes, serving both high-net-worth and non-HNW clients.

William Wadsworth is a financial advisor at North Woods Wealth Management in Buffalo, NY, holding Series 63 and Series 65 licenses with four years of industry experience. He has been associated with North Woods Asset Management, LLC since 2015. Outside of his advisory role, Wadsworth is also an independent insurance agent involved in insurance sales. North Woods Asset Management LLC provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm employs a structured “Three Filter” investment process and emphasizes multi-generational financial planning and consulting services for plan sponsors.