What We Do
Our Team will provide your family with tax smart investment management and big-picture financial planning
strategies utilizing our own 'Eat Where You Cook' Investment Philosophy.
With Kathy Wood in the role as team quarterback, our job is to provide you and your family with the peace of mind that your investment and financial affairs are in order and let you rest easy knowing someone is keeping an eye on "the big picture".
Who we do it for
We serve a diverse group of successful families but specialize in assisting retirees and pre-retirees.
Not sure what services a Full Service Investment Advisor provides or if you need one? Click here
for our special report.
Why clients do business with us
Clients come to us for various reasons; but more often than not they come to us seeking financial clarity, the benefits of investment account consolidation
, and find comfort in the tangible benefits of our 'Eat Where You Cook' Investment Philosophy.
You can read about some of our client success stories here
With Team origins since 1987 and many years of combined experience assisting families with a wide range of personal financial and investment issues, our clients feel confident that we will keep them on the right path and only recommend investments and strategies we would consider for our own family.
If you would like to learn more about working with us, please contact Kathy toll-free at 1-866-269-6586.