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About Woods Associates

"We proactively serve a select group of families, in coordinating all of their financial affairs, in order to provide a higher level of predictability."

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Sound Financial Strategies For Today's Markets

Navigating the investment world can be confusing, overwhelming and even scary at times. How much money will I need for retirement? How much should I save for my children’s college tuition? Who will take care of us if we fall ill or need assistance? What will happen if one of us passes away before we’ve made our plans? How can I make sure my children and grandchildren are taken care of the way I wish them to be? How are the changes in the economy going to affect my retirement?

These are all important questions about the future. We here at Woods Associates focus on the future. We are not an investment firm who lives in the today. We are not a fast paced high stress stock chasing firm. Our philosophy is focusing on the future. Making a strong, secure and conservative plan then following through on it and making adjustments as needed. Our goal is to see our clients and their families through the ups and downs of the market.

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We Are Here For You

Woods Associates provides a comprehensive plan for our client’s investment portfolio. We offer a variety of investment vehicles to help our clients pursue their financial goals. We work together with our client’s attorneys and accountants to capture our client’s complete picture. We like to think our clients rest a little easier knowing that we are here monitoring their investments while keeping their goals in the forefront.

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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