When choosing a certified financial planner in the Hudson Valley, do you consider more than investments? When you choose Woodhouse Wealth Management, LLC, it's about studying your complete financial picture-your goals, dreams, and challenges-to create a personalized road map to help you get where you want to go.
Stephen J. Wood is a CERTIFIED FINANCIAL
We manage money and design thoughtful financial plans for skilled professionals and multigenerational families, so you can spend time nourishing and celebrating the benefits your dynamic lifestyle has to offer. Katie partners with clients to help them understand what's possible-she encourages a lifestyle that's both fiscally responsible and aligned