Woodwell Asset Management can help you prepare for retirement or make the most of it with experienced investment management, financial planning, and retirement income distribution. Our team members use a precision focused process to deliver concierge service, personal responsiveness, and intellectual capital not typically found at other firms.
JWC, JWCA, and Woodwell Asset Management (WAM) are unaffiliated entities. Securities are not FDIC insured or guaranteed and may lose value. Investments are not guaranteed and you can lose money. Neither Woodwell or JWC/JWCA are tax or legal advisors and this information should not be considered tax or legal advice.
JWC, JWCA, and Woodwell Asset Management (WAM) are unaffiliated entities. Securities are not FDIC insured or guaranteed and may lose value. Investments are not guaranteed and you can lose money. Neither Woodwell or JWC/JWCA are tax or legal advisors and this information should not be considered tax or legal advice.
Services
The principals at Woodwell Asset Management work in concert with a large network of professionals as well as with our clients' other advisors to apply best-in-class resources. When you hire one of our investment advisor representatives to manage your financial assets, that advisor is held to a "fiduciary standard of care" under SEC (Securities and Exchange Commission) regulations.
We develop your plan to show what's required to reach your financial goals and periodically update it to account for unexpected life changes. After learning about your goals, we use Money Guide Pro software to develop specific action steps to help make sure you reach them.
Because not everyone wants or needs a comprehensive plan, we also offer stand-alone focused plans addressing individual components of a traditional comprehensive plan, from wealth accumulation, to retirement income planning, college funding, insurance protection, charitable and legacy planning.The minute your plan is complete, a life change can make it obsolete.
Because not everyone wants or needs a comprehensive plan, we also offer stand-alone focused plans addressing individual components of a traditional comprehensive plan, from wealth accumulation, to retirement income planning, college funding, insurance protection, charitable and legacy planning.The minute your plan is complete, a life change can make it obsolete.
We cannot promise to get you out at the top or in at the very bottom, but by recognizing and acting on established trends, we may be able to enhance your overall returns and minimize damage from major market downturns. Woodwell offers custom investment portfolio construction and ongoing investment management based on sound asset allocation principles and an understanding of both technical and fundamental analysis.
Knowing when and from which types of accounts and securities to draw income reliably and in a tax efficient manner, requires an understanding of the markets, tax and regulatory impacts and precise uses for social security as well as estate planning methods which are the foundation of the Certified Financial Planner discipline.
Woodwell partners with other professionals to bring clients a full range of industry leading services, sometimes "acting as quarterback" to coordinate the efforts of other professionals like CPAs and Attorneys. PLEASE NOTE: These links are owned and operated by third parties. JWC/JWCA and Woodwell Asset Management have no control over the contents of any linked website.
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