A complete list of active advisors currently associated with North Woods Wealth Management

Warmer can help you find a great advisor at North Woods Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at North Woods Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.