Woodson Wealth Management

Introduction: I grew up in a family that always seemed to have money challenges. That led me to a career in finance as I wanted to learn and understand how to better support myself and my family. I began my career in 2006 with Morgan Stanley, and in 2011 joined Fidelity Investment where I was responsible for overseeing $1 billion in assets for 450 families and businesses. Today, I primarily focus on working with mid-career professionals, and helping the maximize their wealth, even those just starting out. I promised myself early on that I would do whatever was required to ensure that my clients never felt the same struggles related to money that I did. I really love helping clients make important financial decisions and making the puzzle pieces ‘fit’ for them. My company, Woodson Wealth Management, is a 100% virtual, fee-only wealth management firm dedicated to helping those who would normally be overlooked by other firms due to the size of their investment accounts. With greater than 100 years of combined experience across our advisors, we pride ourselves on being educators first, and advisors second. Our primary clients show interest in learning the best ways that they can better manage and maximize their wealth versus following the newest investing fad. And, by only working with a select number of clients, we are able to create customized, high-touch experiences for those we serve. Before reaching out, I recommend you take a look at our financial planning process and fee schedule on our website under the Wealth Management tab.