The team of Ken Woods and Tobin Ayers has been delivering financial advice and wealth management services to corporate executives, business owners, and affluent families and individuals for more than 18 years.
Our mission is to help our clients to make prudent financial and investment decisions by developing a valued, client-first relationship based on trust, integrity and highly personalized service.
Our team's commitment to you begins by discussing what specific goals and aspirations are important to you and your family. We work with you to assess your current financial situation, your time horizon, and your appetite for risk. Through our disciplined approach, we strive to simplify the financial planning process for you. The end result is a comprehensive, goals based financial plan that provides the proper building blocks to implement a strategy that is reflective of your goals, objectives, and tolerance for risk.
Once we implement your personalized strategy, we work together with you on an ongoing basis to monitor and review your progress, making adjustments when necessary as your needs and circumstances change over time.
Our team looks forward to getting to know you and sharing more with you about our unique approach to financial planning.
Our clients value the disciplined approach we bring to each relationship. We provide clients with financial and investment strategies, wealth transfer and preservation, business services, retirement strategies and recommendations, estate strategies, private money management, and concentrated stock strategies.
Our team insists on understanding the specific situations and goals of the people we work with and endeavor to establish deep and valued relationships with clients to truly learn what their needs and aspirations are. The team meets regularly with clients to ensure their financial lives are consistent with the personal circumstances.
