Charlestown, MA Office
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Wood Wealth Group, LLC
Team
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About
Wood Wealth Group serves individual and high‑net‑worth clients with tailored portfolio management and financial planning services, offering both one‑time written plans and ongoing advisory relationships. The firm provides discretionary and non‑discretionary investment management and prepares an Investment Policy Statement for each client to document goals, risk tolerance, and asset allocation.
The firm’s investment process draws on fundamental analysis, modern portfolio theory and technical analysis and includes both long‑ and short‑term trading; it also uses strategies that can include options, margin and short sales. Wood Wealth Group recommends multiple custodians and considers soft‑dollar research and institutional services when selecting brokers, and it seeks “best execution” while permitting clients to direct brokerage if they choose.
Distinctive features include a relatively small team (six advisors) managing roughly $56 million in client assets, a recent transition to registered advisor status, and acceptance of less commonly used instruments such as private placements and precious‑metal ETFs. The firm discloses that a firm principal is licensed to sell insurance products (receiving commission compensation) and maintains a small outside business that occupies about ten hours per month and represents roughly five percent of that principal’s annual compensation; the brochure also notes the firm does not aggregate (block) trades for multiple client accounts, which may affect execution outcomes.
Based on Wood Wealth Group, LLC
Expertise
Based on Wood Wealth Group, LLC
Location
529 Main Street, Suite P200
Charlestown MA 02129
Advisors at this office
4
Advisors at this office
Christopher W
CFP®, Series 63, Series 65
Charlestown, MA
Wood Wealth Group, LLC
Christopher Wood is a CFP® with 15 years of industry experience. He is currently with Wood Wealth Group, LLC and has prior experience at ON Investment Management Co, O.N. Equity Sales Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Outside of advising, he is involved as a partner in a first responder gear cleaning service and owns a property and casualty insurance agency. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, and utilizes both long- and short-term trading strategies including options, margin, and short sales.
Paul A
Series 63, Series 65
Charlestown, MA
Wood Wealth Group, LLC
Paul Adams is a financial advisor at Wood Wealth Group, LLC with nine years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Hornor Townsend & Kent Inc, Concord Wealth Management, and Penn Mutual Life Insurance Co. He serves on the finance committee for the Most Blessed Sacrament and Incarnation Parish collaborative. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services, employing fundamental analysis, modern portfolio theory, and technical analysis. The firm offers discretionary and non-discretionary investment management, preparing Investment Policy Statements to align client goals, risk tolerance, and asset allocation.
Geoffrey M
CFP®, Series 63, Series 65
Charlestown, MA
Wood Wealth Group, LLC
Geoffrey Mishkin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Wood Wealth Group, LLC in Charlestown, MA. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Hornor Townsend & Kent Inc, Concord Wealth Management, Penn Mutual Life Insurance Company, and Partners Healthcare. Outside of his advisory work, he is a partner in a first responder gear cleaning service, managing operations at the business. Wood Wealth Group serves individual and high-net-worth clients with tailored portfolio management and financial planning services. The firm employs a range of investment strategies including fundamental analysis, modern portfolio theory, and technical analysis, and offers both discretionary and non-discretionary management through a relatively small team of six advisors.
Jeffrey S
Series 63, Series 65
Charlestown, MA
Wood Wealth Group, LLC
Jeffrey Spencer is a financial advisor at Wood Wealth Group, LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Hornor Townsend & Kent Inc and Concord Wealth Management. Outside of his advisory role, he is involved with Southernmost Financial Group, LLC, an insurance brokerage. Wood Wealth Group serves individual and high-net-worth clients with portfolio management and financial planning services, utilizing a range of investment strategies that include fundamental analysis, modern portfolio theory, and technical analysis. The firm manages approximately $56 million in client assets through a small team of six advisors and offers both discretionary and non-discretionary management tailored to client goals.
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