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Woodward Wealth

Integrated Wealth Management for a Lifetime

Woodward Wealth Management Services

All of these services are integrated in our Woodward OnePortfolio wealth management system.

Web Site Tracking and Analysis Tools

Your bank and investment account balances are updated daily to reflect the latest information from your financial institutions. The digital vault stores copies of legal documents for easy access. Online analysis tools track changes in your asset allocation, retirement and cash flow models. View reports on your financial progress and monitor daily stock fluctuations.

Asset Allocation Analysis and Portfolio Design

We conduct a thorough analysis of your asset allocation and provide expert guidance on the design of your portfolio to ensure your asset allocation supports your life goals and tolerance for risk.

Investment Management

We design and manage diversified portfolios customized to complement your life goals and tolerance for risk. Our common sense approach to long-term returns is straight-forward, disciplined and cost-effective. We offer superior monthly, quarterly and annual reporting.

Retirement Planning

We help you achieve your personal lifestyle goals. Our growth, income and wealth preservation strategies unite your retirement accounts, investments and assets so that you can enjoy a fulfilling retirement.

Basic Estate Planning

We provide basic estate planning, in coordination with your attorney, designed to manage and settle your estate in an orderly, timely and cost-effective manner. We can assist with the establishment of family trusts to help you accomplish your life goals.

Wealth Transfer Planning

We help families plan a smooth transfer of wealth to charitable organizations and younger generations. We review your estate and develop strategies for preservation and to reduce tax liabilities, including charitable gift giving.

Asset Protection Planning

We can assist in establishing highly protective trusts for your assets that may shield your assets from invasions of privacy and protect them against lawsuits, creditors, separations, divorces and judgments.

Tax Planning

We develop income and estate tax reduction strategies and help you execute them. We can help with tax strategies for charitable gift giving and for your retirement accounts.


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