About Us
Woods Wealth Management
At Woods Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:
As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Woods Wealth Management, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.
Derek Woods
Derek Woods founded Woods Wealth Management intending to help retirees and pre-retirees provide security and peace of mind in retirement. Derek has worked with retirement services, mainly in annuities, since 2007 and is licensed with the investment advisor industry. As a financial advisor, Derek is committed to treating you like family and protecting your hard-earned assets as we would our own.
Our products offered include safe retirement products with a great potential income stream, wealth transfer products that can reduce or potentially eliminate tax burden to beneficiaries, and lastly, investment products tailored to risk assessment and liquidity needs.