A complete list of active advisors currently associated with Wood Wealth Group, LLC

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

Wood Wealth Group provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary services as well as one‑time or ongoing planning engagements. The firm reports roughly $56 million in assets under management across several hundred client relationships. Investment advice is documented with an Investment Policy Statement for each client and blends fundamental analysis, modern portfolio theory and technical analysis to construct portfolios using mutual funds, ETFs, REITs, private placements and inflation‑protected bonds. The firm also employs higher‑risk tactics — including short sales, margin transactions and options strategies — and generally seeks discretionary authority to implement portfolio decisions. Distinctive features include disclosed outside activities by a firm principal — an insurance license with commissionable sales and a separate first‑responder gear‑cleaning business with a modest monthly time commitment — which the firm identifies as potential conflicts of interest. The firm recommends a mix of custodians (including institutional and newer advisory platforms), does not participate in wrap fee programs, and does not routinely aggregate trades for block execution, practices that differ from many peers.

To learn more about the advisors currently working at Wood Wealth Group, 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.