Woodard & Company Asset Management Group, Inc. is a registered investment advisory firm established in Winston-Salem, NC in 1985. The firm’s primary mission is to provide disciplined asset management with strategies designed to meet each client's needs and objectives. At Woodard & Company, we hold our fiduciary responsibility, holding our clients’ interest first, as our most important guiding principle. We seek to eliminate any conflict of interest and endeavor to do our very best to manage each client's assets.
At Woodard & Company, we invest and manage portfolios as well as provide financial planning services. The professional team at Woodard & Company is dedicated to the expert management of your money. The management is done strictly on a “fee-only” basis; commissions will not be accepted. We make our investment decisions after careful review and analysis of the best funds, stocks, and other investment securities available that suit the client’s objectives. We work closely with clients to establish investment objectives and determine portfolio policies that best fit their objectives. We endeavor to maintain the highest standards of ethics with regard to the quality of our investment process as it relates to the needs of the client.
The financial planning services are free of additional charge for clients. Our goal is to provide our clients with the guidance and tools they need to achieve their financial goals, whether that is planning for retirement, saving for education, or managing investments.
Woodard and Company also provides retirement plan services to employers so they may offer their employees a quality benefit for their future. This includes all plan arrangements such as profit sharing plans, SEP-IRAs, pension, 401(k) plans, and more. We can design and implement a plan for businesses, provide employee education, offer flexibility in investment choices, and coordinate with the record keeper regularly.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 117 Kinderton Blvd, Bermuda Run,north Carolina 27006,united States
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://wcamg.com/
- HQ
- Bermuda Run, North Carolina
Woodard & Company Asset Management Group, Inc. Questions
Woodard & Company Asset Management Group, Inc.'s website is https://wcamg.com/
Woodard & Company Asset Management Group, Inc.'s LinkedIn profile is https://www.linkedin.com/company/wcamg
Woodard & Company Asset Management Group, Inc. has
7 employees.
View email and phone details for 7
employees at Woodard & Company Asset Management Group, Inc..
Woodard & Company Asset Management Group, Inc.'s industry is
Investment Management
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Woodard & Company Asset Management Group, Inc.'s categories are Investment Management
Woodard & Company Asset Management Group, Inc.'s founding year is 1985
