Our Process

It Starts With A Conversation…

WHAT MATTERS MOST TO YOU ABOUT MONEY?

We begin by getting to know each other… no statements, no tax returns... just a discussion of who you are, where you want to go and how we can help.  If we both decide to move forward, then we use our process to discover your specific needs, objectives, and goals. Only then do we begin to research potential solutions to accomplish your objectives.

Woodwel Asset Management

ASSESS RESULTS & ADJUST

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