Wealth Management Process – We help our clients clearly identify and articulate their goals, dreams and obligations. Focusing on each client’s core life objectives, we develop a long-term financial and investment plan that reflects and accommodates your changing circumstances. At The Wooding Group there is no such thing as a typical client.
- Private Wealth Management
- Asset Allocation/Diversified Strategies
- Portfolio Rebalancing
- Financial Planning
- Estate & Trust Planning
- Asset Protection
- Insurance Strategies
- Charitable Giving Strategies
- Intergenerational Wealth Transfer
- Personalized Wealth and Financial Education
Discretionary Investment Management
Depending on your investment preferences and investable assets, we offer Discretionary Investment Management. Used by an increasing number of our clients, this premium service lets us respond rapidly to investment opportunities as market conditions change.
Discretionary Investment Management is a unique account where you delegate responsibility for day-to-day investment decisions to your Portfolio Manager. We are happy to discuss this option with you.