WOOD WEALTH GROUP, LLC

Overview

Wood Wealth Group, LLC is an independent, owner-operated registered investment adviser that serves individuals and families, with additional work for small-business clients. The firm combines fee-based wealth management and planning with insurance brokerage capabilities, offering portfolio management, financial planning and insurance solutions under a mixed-fee model (percentage of AUM, fixed fees and other fee arrangements). It does not position itself as a third-party capital allocator and is not an active ESG investor. Wood Wealth Group appears to operate with a relatively straightforward client focus: advising private clients on investment portfolios and retirement/insurance needs rather than running pooled investment products or advising institutional mandates. The practice structure and its insurance-broker role suggest integration of annuity and insurance products alongside discretionary and non-discretionary portfolio management.

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Investments & Alternatives

Location & Offices