Woodward Wealth Management Group

Description

WWMGINC specializes in the fee-based design, implementation and management of investment, retirement, estate, wealth transfer, and asset protection plans. We may only provide our fee-based professional advice/services in the states in which we are registered, e.g. if you live in New York, and you request fee-based professional advice/services from our firm, our firm would need to register as an investment advisor in New York before providing those services.

Woodward Wealth Management was founded in 1984 with one purpose: To integrate your finances and maximize every available financial opportunity with a powerful wealth management system.

We are one of the nation’s oldest wealth management firms (founded in 1984) so we know how to keep you on track to manage your financial growth and risk.

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.

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