North Woods Wealth Management
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About
North Woods Wealth Management provides discretionary investment management, retirement plan consulting, and participant account management to individuals, trusts, and retirement plans, serving both high‑net‑worth and non‑HNW clients. The firm also offers cash‑flow and retirement planning analysis to inform spending, retirement timing, and portfolio design decisions.
The firm applies a “Three Filter” investment process that prioritizes long‑term asset allocation, followed by fund/manager selection and portfolio‑level factor exposure, combining passive index exposures with selective active managers and fundamental security analysis. Portfolios are implemented into four archetypes (U.S. Treasury, Income, Growth & Income, Growth), managed on a discretionary basis with rebalancing and periodic reviews, and may employ bucket strategies for withdrawal planning.
Compared with many peers, North Woods pairs traditional wealth management with retirement‑plan services and uses a third‑party platform (Pontera) to manage held‑away participant accounts with discretion while avoiding custody, an operational approach less common among similar firms. The firm also explicitly evaluates factor tilts at the portfolio level, encourages multi‑generational involvement in planning, and manages roughly $150 million in client assets across its client base.
Client services
Expertise
Fee options
$0+: 0.50% to 1.00% (negotiable, based on account size and complexity) - general asset management range $0 - $5,000,000: 0.25% (Retirement Plan Consulting Services) $5,000,001+: 0.10% (Retirement Plan Consulting Services)
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $2,500 Fee-only: Fees charged as percentage of assets under management and fixed minimum fee; no commissions charged
Main office
977 Delaware Ave
Buffalo NY 14209
Advisors at this office
2
Most active in
New York
Also doing business as
North Woods Asset Management LLC · North Woods Capital Benefits · North Woods Capital Benefits LLC · North Woods Wealth Management · Wrens Financial Services LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeremy W
CFA®
Buffalo, NY
North Woods Wealth Management
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 W
Series 63, Series 65
Buffalo, NY
North Woods Wealth Management
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.
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