Woodson Wealth Management

Growing up, my family consistently faced financial struggles which sparked my interest in finance. I was determined to learn how to better support myself and my loved ones, leading me to pursue a career in the field. In 2006, I began my career with Morgan Stanley and later joined Fidelity Investments in 2011 where I was responsible for overseeing $1 billion in assets for 450 families and businesses.

Now, I specialize in working with mid-career professionals to help them maximize their wealth, regardless of their financial standing. My ultimate goal is to ensure my clients never have to face the same financial challenges I did. I love guiding clients in making informed financial decisions and fitting the puzzle pieces together for them.

As the founder of Woodson Wealth Management, I run a 100% virtual, fee-only wealth management firm committed to assisting individuals who are often overlooked by other firms due to the size of their investment accounts. Our advisors have over 100 years of combined experience and prioritize educating clients before advising them. We work with clients looking to improve their wealth management and avoid trends that do not fit their current financial situation.

As we work with a select number of clients, we are able to deliver personalized, high-quality service to each individual. For more information on our financial planning process and fee schedule, visit the Wealth Management tab on our website before reaching out.