A trusted partner for Individuals

The team at Woodforest Wealth Strategies serves successful individuals who understand the wisdom of having a long-term financial partner and well-designed financial plan for addressing the important priorities in their lives.

These can range from buying a first home, building a portfolio, and reviewing the investments in your 401(k) to later-in-life changes such as switching careers or preparing for a well-earned retirement. Regardless of your goals, our advice is to start planning early. Time is a tremendous ally for being well prepared and creating the future you’ve dreamed about.

Because the importance of family is a universal theme among many of our clients, our advisors take extra care to understand family dynamics and address the wishes for  loved ones. Our team can help with tax-efficient legacy strategies and trust structures that enable that enable you to not only provide for your family and organizations you’re passionate about, but also have the potential to generate tax benefits and further your overall wealth management plan.

As part of our comprehensive wealth management approach, we coordinate with our clients’ other advisors, such as their CPAs and attorneys, to help ensure that important tax and legal matters are addressed. Having an experienced financial partner and well-designed plan can put you on the path to achieving your goals. Whatever you are striving to achieve, our team will be here for you as your life evolves.

Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax matters.