Broker Check


Woods Associates proactively serves a select group of families, in coordinating all of their financial affairs, in order to provide a higher level of predictability. Below is a list of some of the services that we provide to our valued customers:

  • 401(k)/Profit Sharing
  • Asset Allocation
  • College Planning
  • Estate Planning
  • Financial Planning
  • Individual Retirement Accounts (IRAs)
  • Mutual Funds/ETF
  • Portfolio Reviews
  • Retirement Planning
  • Stocks/Bonds
  • Employee Benefits
  • Insurance/Risk Management
  • Alternative Investments