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It's not about us.

It's about you

As an established team of money managers, we could talk forever about how we actively manage your portfolio. We could go on and on about our professional experience and savvy expertise – the intricacies of how and why we select the investments to compose a portfolio right for you.

But we won’t because the story of our success isn’t ours at all – it’s yours.

Integrated Planning

Comprehensive wealth services and approach

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Providing complete solutions

What's right for you? We offer comprehensive planning targeted to your needs.

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A trusted partner

Tested plans surrounded by personal service

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Taking care of you

Not only do we know investment management, but we know you. Blending this knowledge affords us the opportunity to truly serve you in all aspects of your financial life.

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Investment Portfolios

Reaching your goals with an individual approach

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Thoughtfully evaluating your needs

We take the responsibility to manage the majority of our clients' investments directly as their core investment manager. We combine this with the extensive open architecture offered by Raymond James to meet all our clients' investment needs.

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  • Savvy Insights

    Timely thought capital from our team leaders.

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  • Point of View

    Fresh ideas for planning, investing and living well.

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  • Family Matters

    Updates from the Wood Asset Management team.

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