Woodson Wealth Management
Woodson Wealth Management

Woodson Wealth Management

Offers remote services
Discounts available
Offers remote services
Discounts available
contact for price

Responds in about 2 hours

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 Investments. I was responsible for overseeing $1 billion in assets for 450 families and businesses. Today, I primarily focus on mid-career professionals, working to maximize their wealth, so they can do what they love with zero financial stress. 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 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 nearly two decades worth of industry experience, 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.
Overview

Hired 9 times

Serves Ramona, CA

Background checked

License verified

5 employees

2 years in business

Payment methods

This pro accepts payments via Check, Credit card, and Stripe.

Social media

Facebook, Instagram, Twitter

Top pro status

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2021

This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:

Maintain 6 feet of distance from customers

Wear masks during the job

Disinfect surfaces touched during the job

Featured Projects

8 photos

Reviews

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

Exceptional 5.0

11 reviews

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Read reviews that mention:


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
Jennifer J.
Oct 12, 2021
·

Hired on Thumbtack

Hired on Thumbtack

Professional, patient, and responsive to all questions.
Personal Financial Planning
Credentials
License

License Type: Investment Adviser Firm (CA)

License verified on 5/11/2022

License

License Type: Investment Adviser Representative (CA)

License verified on 5/11/2022

Background Check

Jamie Lima

FAQs

  • What should the customer know about your pricing (e.g., discounts, fees)?

    Woodson Wealth Management is a fee-only firm. We do not receive commissions for any solutions we use in our financial planning or investment strategies. We are product and platform agnostic, meaning you don't have to move your money to us in order to work with us, unlike other firms.

  • What is your typical process for working with a new customer?

    We follow the CFP(R) process throughout our engagement. You should expect a discovery meeting where we get a chance to know one another, followed by the creation of a financial plan. From there, we will discuss investment solutions and implement the plan. As an ongoing service to you, we will continuously monitor the plan, making changes as your situation or the markets dictate.

  • What education and/or training do you have that relates to your work?

    I, personally, have spent nearly 20 years educating myself and working hands-on as a financial advisor. I am a CERTIFIED FINANCIAL PLANNER (TM) which means that I must abide by strict standards as it relates to financial planning and my overall business practices. Our team will always approach the advice we give you from this perspective. And, yes, that means that we are fiduciaries for you.

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