We seek to assist you, a business innovator, to grow your wealth, protect what you work so hard to build, and to prosper in what is most important to you.
In our mission, we are committed to community economic development and growth. We foster that growth as a financial advisor for individuals, families, and their businesses. We support our clients by providing financial planning services, insurance, and investment advice. We also provide business planning and consulting services.
We are committed to being stewards of our community and protecting the wealth and welfare of future generations. We do this by delivering financial services, education, confidence, and access to free and open markets for everyone.
At G.S. Woods Wealth Management, we provide comprehensive financial planning inclusive of investment management, risk management, wealth advisory, and insurance services. We are also certified in multiple areas of business management and consulting focused on risk management, business continuity planning, exit planning, and value enhancement.
We simplify our clients’ lives by offering financial guidance and management for personal financial matters, business concerns, risk management, and insurance protection. We partner with and help you to coordinate all of your professional advisors by providing solutions for multiple aspects of your financial life. Our stewardship of your financial affairs helps you make more time to live your best life.
We are an independent registered investment advisor which means we are a fiduciary. We do not have any proprietary products that we must sell. Also, we are able to develop custom consulting engagements designed to work on the goals you have set, not on our own.
As an independent insurance advisor, we do not work for any specific insurance carrier. Before you apply for coverage, we are your insurance agent. As your advocate, we help you explore your choices for the coverages you need while taking advantage of potential savings.
G.S. WOODS WEALTH MANAGEMENT and its representatives have always operated above and beyond our own standards, established by our core values. We have 6 core values.
We feel that the values established and incorporated into The Cannons and Professional Pledge made by the American College of Financial Services align with ours. We comply with the CFA Institute Code of Ethics and Standards of Professional Conduct. This claim has not been verified by CFA Institute. We, therefore, have adopted and are committed to maintaining the same standards and code of ethics modified to include our core values.