Privately Owned and Specializing in Fee-Only Management Services

Woodwell Asset Management is a privately-owned financial management firm founded in 1988. With most clients, we work on a fee-only basis. This arrangement means we’re working towards the same goal…when you prosper, so do we. In short, our commitment is to you, not commissions.

For the prudent investor, we provide the broadest possible spectrum of investment options. Our objective is to earn above market returns in growth markets while preserving principal during downturns. We pursue this objective by creating a highly personalized portfolio tailored to exceeding your goals. There are no "off the shelf" solutions at Woodwell.

Independent To Serve Only You

 Our independent status means we are not limited by direction or pressure from others in making our recommendations. We have complete freedom to offer our clients access to all the investment opportunities typically associated only with large "name" firms but without corporate pressures to channel funds into any one type or provider. Without these restrictions, we can focus solely on assisting you.