Flexibility & Independence

Smaller firms succeed because they’re good, not because they’re big. Smaller means you have to know the business inside and out to survive. Smaller means you can’t outsource experience... instead you outsource the routine tasks that otherwise might take focus off the important ones.

Flexibility & Independence

Woodwell Asset Management

Smaller firms have no choice but to concentrate on what they do best, and not try to be all things to all people. Independence is important too. Have you ever wondered why some firms push their own mutual funds? Independent firms like Woodwell have no one else to please but you... and with today’s computers, software and the internet, no one needs “big” anymore to benefit from sophisticated information and analysis.


“…registered reps at a big Wall Street firm can no longer claim a digital advantage over a Main Street solo practice”

-Ryan Neal, Investment News Magazine, 4/15/19

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