Wood Wealth Group, LLC

Christopher Wood is a CFP® professional with 15 years of industry experience. He is a principal at Wood Wealth Group, LLC, where he has worked since 2013, and previously held roles at ON Investment Management Co, O.N. Equity Sales Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of advisory work, Wood owns and manages a first responder gear cleaning service and is involved in property and casualty insurance through East Coast Insurance Providers, LLC. Wood Wealth Group provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management tailored to client goals and an Investment Policy Statement for account guidance. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, and may use trading strategies including margin, options, and short sales.

Paul Adams is a financial advisor at Wood Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Hornor Townsend & Kent Inc and Concord Wealth Management. In addition to his advisory role, Adams serves on the finance committee of the Most Blessed Sacrament and Incarnation Parish. Wood Wealth Group provides investment advisory and financial planning services to individual and high-net-worth clients, offering tailored portfolio management and investment policy guidance. The firm employs fundamental analysis, modern portfolio theory, and technical analysis in its investment process and may use strategies such as margin, options, and short sales.

Robin Faulkner Harrison is a CFP® with seven years of industry experience, currently serving as a financial advisor at Wood Wealth Group, LLC. Prior to joining Wood Wealth Group, Harrison worked at Waddell and Reed Ken Fortuna LLC and Northwestern Mutual. Outside of advisory work, Harrison is a licensed insurance agent involved in insurance sales and brokerage activities. Wood Wealth Group provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis to manage portfolios. The firm offers tailored portfolio management and financial planning, employing a range of investment strategies and maintaining affiliations with insurance providers.

Geoffrey Mishkin is a CFP® professional with seven years of industry experience, currently advising at Wood Wealth Group, LLC in Charlestown, MA. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Hornor Townsend & Kent Inc. Outside of financial advising, he is a partner in a first responder gear cleaning service in Florida. Wood Wealth Group provides investment advisory and financial planning services to individual and high-net-worth clients, employing a range of investment strategies and offering both one-time and ongoing planning. The firm integrates fundamental analysis, modern portfolio theory, and technical analysis in portfolio management and is affiliated with the insurance industry through licensed agents.

Jeffrey Spencer is a financial advisor with Wood Wealth Group, LLC, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at Southernmost Financial, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Concord Wealth Management. In addition to his advisory work, he is involved with Southernmost Financial Group, LLC, an insurance brokerage. Wood Wealth Group provides investment advisory and financial planning services to individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis to manage portfolios. The firm offers tailored investment management and planning services with a focus on both traditional and more active trading strategies.