Woodson Wealth Management
Woodson Wealth Management

Woodson Wealth Management

contact for price

Service type

Responds within a day

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 40 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.
Overview

Hired 12 times

Serves Ramona, CA

Background checked

License verified

3 employees

4 years in business

Payment methods

This pro accepts payments via Credit card and Stripe.

Social media

Facebook, Instagram, Twitter

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

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2022

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2021

Featured Projects

8 photos

Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

11 reviews

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pro avatar
Loan N.
Aug 1, 2022
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Hired on Thumbtack

Hired on Thumbtack

Jamie has been very helpful with getting me started with investing. He is very professional but also personable which makes it easy to go to him with questions. There has been a lot of uncertainty during the pandemic but Jamie helped ease my fears and worries by developing an investment strategy which makes me feel more comfortable investing during such an uncertain time. He has also been very helpful with other financial planning matters. I highly recommend Jamie and Woodson Wealth Management if you're looking for a financial planner.
Woodson Wealth Management's reply
Loan - it is an absolute pleasure to work with you, and really appreciate the kind words. We're only just getting started!
Personal Financial Planning
pro avatar
Denise J.
Jun 9, 2021
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Hired on Thumbtack

Hired on Thumbtack

Jamie was great and I’m definitely using his services next time. He was just what I needed and very pleasant and professional.
Personal Financial Planning
pro avatar
Thumbtack Customer
Jun 9, 2021
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From Google

From Google

Jamie and his team are the best in the business. I'm one of those business owners that lacks the bandwith and knowledge for these types of financial investment strategies and Jamie is the most amenable, professional, and patient who took as much time as was needed to explain to me all the options and avenues that were in my best interest in a comprehensive and digestible way. You are in great hands with Jamie and Woodson Wealth Management. Cannot recommend high enough. Thank you Jamie!
Woodson Wealth Management's reply
It's an absolute pleasure working with you, Nez. We appreciate the kind words, and your business!
pro avatar
Bri B.
Mar 30, 2021
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Hired on Thumbtack

Hired on Thumbtack

Jamie is great at responding, and answers every question we have with insightful thought and explanations. We feel like he's really listening to us, and acting in our best interest. We're very excited to have found him, and are recommending him to everyone!
Personal Financial Planning
pro avatar
Lee W.
Apr 30, 2020
There are Financial Professionals, so called “experts” and some that actually call themselves gurus... and then there is Jamie Lima. Jamie conducts himself with the utmost dignity, authenticity and integrity that I’ve never looked anywhere else for all my money management and financial planning. He has put my mind at peace because he is a human being first, and he actually cares, this is not a transaction to him, he believes in transforming lives. His impact has been felt by everyone that comes in contact with him and works with him because he follows this one single code of philosophy: Serve the client diligently, go above and beyond and always tell the truth. It gives me great pleasure, pride, and honor to recommend his services and his abilities to anyone smart enough and lucky enough to meet him. There are Financial Professionals, so called “experts” and some that actually call themselves gurus... and then there is Jamie Lima. Jamie conducts himself with the utmost dignity, authenticity and integrity that I’ve never looked anywhere else for all my money management and financial planning. He has put my mind at peace because he is a human being first, and he actually cares, this is not a transaction to him, he believes in transforming lives. His impact has been felt by everyone that comes in contact with him and works with him because he follows this one single code of philosophy: Serve the client diligently, go above and beyond and always tell the truth. It gives me great pleasure, pride, and honor to recommend his services and his abilities to anyone smart enough and lucky enough to meet him.
Credentials
License

License Type: Investment Adviser Firm (CA)

License verified on 3/14/2024

License

License Type: Investment Adviser Representative (CA)

License verified on 3/14/2024

Background Check

Jamie Lima

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