Woodson Wealth Management
Woodson Wealth Management

Woodson Wealth Management

Offers remote services
Offers remote services
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Introduction: I help professionals and their families achieve the life they want and reduce their stress around money. I work with my clients to build and implement a plan to achieve their long-term goals, like retirement, buying a first home, and sending kids off to college. I am a Certified Financial Planner(TM) professional and a Certified College Financial Consultant.
Overview

Background checked

License verified

6 employees

3 years in business

Payment methods

This pro accepts payments via Check and Credit card.

Reviews

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

5.0

2 reviews

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pro avatar
Andrew G.
Feb 25, 2023
Drew Schlotter has been fantastic to work with. After meeting with us and assessing our financial situation, he wrote out a detailed plan that fit our goals. He listens, asks all the right questions, and is knowledgeable about the financial options going forward. I would highly recommend him.
pro avatar
Sam H.
Feb 12, 2023
Drew was an absolute godsend. He breaks things down and really takes the time to make financial panning accessible to everyone.
Credentials
License

License Type: Investment Adviser Representative (TX)

License verified on 2/12/2023

Background Check

Drew Schlotter

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