North Woods Wealth Management

Jeremy Wadsworth is a CFA® charterholder with nine years of experience in the financial industry. He has worked at North Woods Asset Management since 2017 and previously spent three years at Landmark Wealth Management. He is based in Buffalo, NY. North Woods Asset Management provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans. The firm manages approximately $74.8 million for about 147 clients, using a structured “Three Filter” process that includes long-term asset allocation projections, fund and manager selection, and portfolio-level factor exposure reviews.

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.

Frederick Fadel is a CFP® with four years of industry experience, currently serving as an advisor at North Woods Wealth Management in Buffalo, NY. He has worked at North Woods Asset Management LLC since 2025 and has been associated with Willink Asset Management LLC since 2004. North Woods Asset Management LLC provides discretionary investment management and retirement-plan consulting to individuals, trusts, and retirement plans, managing approximately $74.8 million for around 147 clients. The firm employs a structured “Three Filter” investment process, integrates cash-flow and retirement planning, and emphasizes multi-generational family financial planning and comprehensive plan sponsor consulting.