A Precision Focus and Fiduciary Guidance in 3 Areas
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.
Financial Planning 2
Woodwell principals are Certified Financial Planners®
The CFP® designation is the gold standard for financial planning with a relatively small number of
individuals having met its requirements. CFP® certificants have demonstrated competency by meeting
education, experience and ethics standards and by passing a rigorous 2-day exam. Additionally they must
stay current by taking continuing education courses in all planning disciplines.
Investment Management 1
Woodwell builds custom investment portfolios and actively manages them in response to changing market
and economic conditions to combine the best of both passive and active management methods.
We also offer several proprietary rules-based models to eliminate emotion from the
investment decision process.
Retirement Income Harvesting 3
It's typical for advisers to focus on asset growth. But when it comes to helping you transition
successfully to retirement, a different focus is required. Specifically it`s vital to preserve assets and
use a tax-sensitive income harvesting strategy. But fewer advisors have the focus or experience in
this area to minimize asset drain and reduce financial uncertainty.
Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC, Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). 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. Consult with a tax and/or legal advisor for such issues. Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with WAM are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state. Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals who reside in the following states: AL AZ CA CO CT DC DE FL GA ID IL MA MD MI NC NJ NY OH OK PA SC TN TX VA WA
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