Hello
Graeme S. Woods
MBA, CLU®, ChFC®, CEPA
Founder, CEO
Multi Arbitrage Capital Solutions, LLC
G.S. Woods Financial Solutions LLC
G.S. Woods Wealth Management
As an entrepreneur, founder, and family business owner myself, I have a deeper understanding of what you are going through, how you define your needs, and where your goals are set. I am a dealmaker, but I am also a Chartered Life Underwriter®, Chartered Financial Consultant®, and strategic planner. I can help you get there beyond the transaction.
My Story
Since 2010, Graeme Woods has been helping clients thrive and prosper as an investment advisor representative and Founder of G.S. Woods Wealth Management. Graeme is motivated by the desire to be of service to others, a mission he has been on since childhood. The singular goal of his financial practice is to help families start, grow, and preserve their wealth so that their future can be stable and secure allowing them to live their best lives.
Living a life of service began early for Graeme. For many years he was active in scouting where he became a Life Scout and Junior Assistant Scout Master. He went on to earn a BBA in Finance and International Business Administration from the Temple University Fox School of Business, and an MBA in Global Business from Arcadia University. He continued to be of service to others as a U.S. Army Civil Affairs Sargent, linguist, and parachutist. From 2003 to 2004 he served in Bosnia where he supported the mission by helping local farmers develop strategies to better compete in international markets.
As a wealth advisor, Graeme holds the Chartered Life Underwriter® (CLU®), and the Chartered Financial Consultant (ChFC®) Designations from the American College of Financial Services. He is also a Certified Exit Planning Advisor. He holds a license for Life Insurance, Annuities, Health, Property, and Casualty insurance. He passed Series 65 for investment adviser representatives, and the series 79, 82, and 63 as a registered investment banking representative and private securities offerings representative. Graeme has passed the level I CFA exam. He is licensed in real estate in Maryland, Pennsylvania, and New Jersey.
Graeme and his wife Julie have three young daughters and live in the Bel Air Maryland area where Julie is a physician at University of Maryland. Their daughters are successful young businesswomen, their oldest heads the “play and fun” division, The second one run the division of imagination and danger; and their youngest oversees eating (Breakfast, second breakfast, elevenses, lunch, and so on), sleeping, and early morning hijinks at “Woods Family Enterprises”.
As a family, they enjoy glamping, hiking, and bike riding. Julie is an avid "I Love Lucy" fan and loves baking and spending time reading to their daughters. Graeme likes to tinker in his amateur radio workshop (KC3RKS), plays golf, and loves to swim. Since moving to the Bel Air area, they are exploring ways to become more involved in the success of their local community. In the past Graeme was a Board Member and volunteer on the financial advisory committee for the Bloomsburg Theater Ensemble, and President of the Board of the Danville Child Development Center. He is also past president of the Danville Centennial Lions Club. He currently sits on the board of the Harford Center where he volunteers as Chair of the Finance Committee, and Chair of the Investment Committee.
Memberships
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Chartered Financial Analyst Institute: Member, Passed Level 1
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National Association of Insurance and Financial Advisors
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Society of Financial Service Professionals
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Global Association of Risk Professionals (Inactive)
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The Exit Planning Institute
Our Partners
We have various licensing and partnership arrangements that facilitate our ability to do business by building out our deal teams, third party advisors, capital markets selling groups, etc.
Capizate, Inc
Due Diligence, Capital Formation Documents, Marketing Documents
G. S. Woods Financial Solutions LLC
Value Builder Engagement, Strategic Data & ML, Government Consulting.
Morningstar Managed Portfolio's
TAMP, Asset Manager
Ritter Insurance Marketing
Senior Market Life Insurance & Annuities, Accident & Health (Medicare)
Amazon Web Services
Seed Capital in "Strategic Data". AI Development Technical Support & Resources. Accelerator Service.
G.S. Woods Wealth Management
Wealth Management
Brokers Clearingouse
Life Insurance & Annuities
Bolt Access
Property and Casualty Insurance
Finalis Securities, LLC
Finra Registered Broker Dealer, Transactions & Marketplace. Graeme woods is a registered investment banking and private securities representative.
AssetMark, Inc
TAMP, trust company, asset manager due diligence, portfolio analysis & design tools, asset manager, practice management and marketing advisor.
Savoy Associates, Inc.
Group health & ancillary products