Our Firm

Since 1986, Woods Financial Group has been helping individuals and small business owners build and maintain wealth. We specialize in providing innovative investment solutions which are designed to help our clients grow their assets and prepare for their retirement years.*

Our approach, which takes into consideration your risk tolerance and investment objectives, may include strategies to help reduce taxes or portfolio optimization techniques which help protect principal while maximizing growth potential.  Your fully integrated financial plan will include these five key areas; income, investments, taxes, healthcare, and estate planning.

Most people don't have a comprehensive plan in any one of these areas, let alone all five. We take a holistic approach in building a plan customized for your individual needs and objectives.

*All Investments carry risk.  There is no guarantee of performance.