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Woodward Wealth

Integrated Wealth Management for a Lifetime

Certified financial planner, wealth managementAlbert B. Woodward, Jr., Chairman
Albert B. Woodward, Jr. is at the helm of Woodward Wealth Management. His life’s work and passion is helping financially successful people maximize financial opportunities by creating one wealth management plan to last a lifetime – and beyond.

As Chairman, he guides the ship with a steady hand. His track record is the result of a steadfast combination of old-fashioned common sense and a progressive knowledge of ever-changing tax laws, interest rates, industry trends and investment vehicles. He offers clients nearly 30 years of financial advisory experience and is a Certified Financial Planner™ Practitioner.

Since 1978, Woodward has helped financially successful people avoid the common pitfalls of financial planning that can unnecessarily erode their assets and investments. He established truly integrated wealth management that reduces the complexities of wealth so that each client’s assets and investments finally work together in a simple way that helps clients build wealth, relax during retirement and leave something for their heirs.

Woodward is recognized in Who’s Who in Finance and Industry as well as in Who’s Who in Colorado. For nearly 20 years, he hosted the well-known personal finance radio talk show The Money Corner(SM) , which was syndicated nationally on 160 radio stations across the Business Radio Network.

He dedicates extensive time to public speaking and writing. He was a syndicated columnist for the Senior Wire USA Writer’s Group. Woodward also authored What To Do With Serious Money – A Wealth Management Guide for the 1990s.

Woodward’s leadership role in the financial planning industry is well known. He proactively promotes financial education and consumer advocacy. Many professional organizations have benefited from the time and knowledge he contributes to the areas of regulation, practice management and professionalism.

He is a true and independent advocate for his clients. The level of trust he achieves shows in Woodward Wealth Management’s high client retention rate and the quality of life his clients can reach once every aspect of their financial world is simply managed through his plan called OnePortfolio(SM).

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Marilyn W. Woodward, President Learn More



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