A complete list of active advisors currently associated with Woodside Wealth Management

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

Woodside Wealth Management is a fee‑only, registered investment adviser that serves individual clients (including high‑net‑worth households) and certain businesses. The firm offers comprehensive wealth management with discretionary portfolio management and, on a limited basis, standalone financial planning engagements billed on an hourly or fixed‑fee basis. Its investment approach is grounded in Modern Portfolio Theory, with portfolios implemented primarily through diversified no‑load mutual funds and ETFs and tailored to each client’s objectives, risk tolerance, and liquidity needs. The firm generally manages accounts on a discretionary basis, conducts quarterly reviews, and notes that tax efficiency is not the primary focus of its standard portfolio management unless otherwise agreed. Distinctive features include a small advisory team managing a substantial amount of discretionary assets across a relatively limited client base, producing a higher asset‑per‑advisor concentration than typical peers. The firm’s ownership is held indirectly through the managing member’s living trust, it operates without accepting commissions or participating in wrap programs, and it does not vote client proxies.

To learn more about the advisors currently working at Woodside 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.