Exceedingly high standards applied to personally serving you
Finding the right advisory team to serve as your trusted partner is essential for addressing every crucial financial matter in an intelligent and thorough manner. We are proud of the exemplary way our team members conduct business, keeping professionalism, ethics and integrity at the forefront of all they do. Clients have noticed these core values. Their experiences and subsequent referrals have enabled our firm to substantially grow its assets under management to approximately $1 billion since our inception in 2000.
As our client, you will experience:
Highly capable professionals
Our advisors average more than 20 years of financial industry experience, and are supported by a highly knowledgeable service and support staff. The team collaborates and works together toward a common goal: diligently addressing the financial needs and well-being of each individual, business and organization we serve.
Powerful strategic partnerships
The team at Woodforest Wealth Strategies is bolstered by two powerful relationships, Woodforest National Bank, with over 700 branches in 17 states , and Raymond James – one of America’s largest independent financial services firms. This collaboration enables us to provide our diverse client base with a wide range of strategies, including highly specialized solutions delivered with the greatest degree of professionalism and personal service.
The client relationship is the business. It’s why our advisors take the time to become well acquainted with each client – only then are they fully able to provide the most relevant and appropriate advice. Regular and meaningful conversations form the foundation for strong relationships, and, ultimately, build a deep trust and understanding that we don’t take for granted. Nothing is more important to us than our clients.
Holistic guidance that goes beyond just investments
We provide holistic advice, going in-depth to look multi-dimensionally at each client’s current financial picture as well as their future needs and goals. Our focus in on fitting the puzzle pieces together and delivering an integrated plan that is designed to secure the future, while minimizing risks and keeping your best interests at the center of all our team does.
Experienced retirement advice for both individuals and organizations
Knowing that retirement is a universal priority for all our clients, we have devoted extensive staff and resources to providing corporate retirement plans for organizations and comprehensive retirement planning for individuals. Our advisors will partner with you to help prepare for the years to come.
Expanding our solutions for business and institutional clients
Through forward thinking and innovative strategies, our advisors are always adding to the comprehensive services and value-added products we offer middle-market companies to meet their evolving needs. Today’s businesses require a trusted partner to help navigate both internal and external factors in a proactive and responsible manner, and we’re proud to be that partner for our clients.