What We Do

Wood Smith Advisors works with their clients in the following ways:

  • Financial Planning
    • Individualized
    • Fixed Fee
    • Sets the bar for implementation of goals-based needs, such as cash flow planning, saving and investing, asset allocation, insurance, education, and estate planning
  • Wealth Management
    • Creation of accounts with an eye toward tax efficiency, and estate planning
    • Management of investments to achieve and maintain the proper balance based on client suitability: Time Horizon, Risk Tolerance and Liquidity Needs
    • Advice on non-invested assets such as real estate investments
  • Hourly Consulting
    • Specific topics that may not require a comprehensive plan
    • Research on issues that a client may be facing

We help you meet your needs, achieve those things you want and realize your wishes. It takes a plan and it takes the means, motivation and commitment to carry out that plan. Together, we will ensure you have control over your finances: investments, spending and taxes so that you can achieve your goals.

The best plans are dynamic, adjusting for changing circumstances. We meet regularly to update the plan. We jointly prepare action items that include allocating your investment assets consistent with your tolerance for risk and desire for return. Asset allocation is a time tested tool to protect against the devastating impact of potential market reversals.

We develop contingency plans for health issues, loss of employment, or other risks. We assess the probabilities you will achieve your goals. We will examine alternative ways of spending, saving and working. That may give you the freedom to enjoy your wealth sooner or in different ways.

Finance Made Simple

Contact Wood Smith Advisors

(804) 451-1210

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