Big doesn’t always mean better in today’s investment world.

Prior to the Internet, being associated with a large investment firm did have its benefits. The firm’s access to proprietary research and trading advantages provided a competitive edge. However with today’s widely accessible computer programs and web-based information services, Woodwell can match the capabilities of any company.

Get the best of both worlds. The personal, one-on-one attention that only a "small" organization can provide and all the investment resources once reserved for the major firms.

Expect the highest standards of conduct.

As investment advisory representatives and holders of the Certified Financial Planner™ designation, we are legally held to a fiduciary standard of care. The CFP designation is the "gold-standard" of financial planning certifications.

Affiliates you can trust.

National Financial Services, a division of industry-leader Fidelity Investments, provides our trade clearing and account custody services, monthly and consolidated year-end tax statements and 24/7 on-line account access. All accounts are SIPC insured.

Personal service: It’s real at Woodwell.

The term, "personal service" is loosely used today and its true meaning diluted. But at Woodwell, providing each of our clients with the highest degree of individual attention is our mission. You’ll be reminded of that every time you call. A live person, not an answering machine, greets you and we respond to all phone calls immediately or if you call outside of normal business hours, the very next business day.

Isn’t this the kind of personal commitment you deserve and should expect from a business you are entrusting to manage your wealth?

We think so.