Woodside Wealth Management LLC

Woodside Wealth Management is an independent, fee-only firm that specializes in comprehensive financial planning and portfolio management for today's busy professionals and retirees. With us as your trusted advisor, you are free to focus on life's other priorities and you can spend your time with family and friends doing the things that are important to you.

We will work with you to:

Organize Your Financial Life

We will help you get your financial life in order. We will help you sort through what you have now and what you will need going forward.

Prioritize Your Goals

Most people have a general idea of where they would like to be financially, but few have ever taken the time to identify specific goals and a timeframe for achieving them. While working with you to develop your personal plan, we will help you identify and document your goals, help you prioritize them, and most importantly, help you achieve them.

Create a Diversified Portfolio That You Have Confidence In

We will work with you to create a portfolio just for you – one that supports your needs and goals. Many other firms have standardized models and clients are mapped to one of just a few model portfolios. We don’t have model portfolios. We create a portfolio specifically tailored for your goals and the portfolio is carefully designed to be something you will have confidence in – both in good times and in not so good times.

Ensure You Follow Through With Your Financial Commitments Setting and prioritizing goals are very important but the next step is accountability. We meet with you on a regular basis to ensure that you are meeting all of your financial commitments. Educate and Create a Lifelong Partnership We are your “go to” source for whatever impacts your financial life. And our goal is to partner with you for decades, not years. We are proud to say that we often work with the parents and children of our clients.