My grandfather, Ramon Solomon, believed in service and honesty. Early on in our partnership we learned that financial planning is complicated and often hard to discuss. Sometimes clients will make changes to their plans that are counterproductive to pursuing their goals. An advisor's job is often to encourage persistence, explains Stuart.
Today, SolomonWood advisors, Stuart Wood and Chris Taylor work to maintain Stuart's grandfather's legacy, building on that solid foundation with a team of specialists linked to the ever-changing world of financial planning. Stuart and Chris are assisted by a highly capable team of administrative professionals striving to deliver seamless client services and build warm relationships.
Today, SolomonWood advisors, Stuart Wood and Chris Taylor work to maintain Stuart's grandfather's legacy, building on that solid foundation with a team of specialists linked to the ever-changing world of financial planning. Stuart and Chris are assisted by a highly capable team of administrative professionals striving to deliver seamless client services and build warm relationships.
Services
Someday occupational income will no longer be an option. Save money and plan ahead so that you can be able to live on accumulated assets, large or small. Planning is for everyone. Age-related housing should be part of the conversation whether you intend to fully retire or not. Ease of care for aging in place and long-term care components are part of a comprehensiveretirement plan.
We specialize in (1) financial planning for Americans who expect to become expatriates, (2) empowering women in asset management, (3) surgeons and high-risk mentality investors, (4) retirement planning with a focus on age-related housing, (5) the psychological aspects of investing, and (6) young, very busy families.
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