A complete list of active advisors currently associated with Wood Creek Capital Advisors, LLC

Warmer can help you find a great advisor at Wood Creek Capital Advisors, LLC or one who fits your needs even better.

Wood Creek Capital Advisors serves individual and high‑net‑worth clients as well as trusts and estates, providing discretionary and non‑discretionary portfolio management, financial planning, and ongoing investment monitoring. The firm also offers direct management of variable annuity and variable life product subaccounts as part of its advisory services. Investment programs are built around each client’s stated goals, time horizon, and risk tolerance, and the firm applies a mix of fundamental, technical, and charting analysis to inform security selection and asset allocation. Accounts are reviewed at least quarterly, and annuity and life product portfolios are monitored on an annual basis. The firm is a small, owner‑controlled adviser with two advisors and roughly $55 million in assets under management that does not impose an account minimum. Noteworthy operational features disclosed in the brochure include direct management of annuity and life products, a firm proprietary trading account and affiliated persons’ personal trading (subject to quarterly review), a recommendation of Charles Schwab as custodian with associated custodial benefits, and external compensation from insurance sales — all of which the firm says are addressed through disclosures, policies, and its fiduciary obligations.

To learn more about the advisors currently working at Wood Creek Capital Advisors, LLC, 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.