Growing With You,
Not From You
Everyone Deserves Financial Freedom
I grew up in a family that always seemed to have money challenges. They didn’t have the financial freedom they longed for.
I promised myself early on that I would do whatever I had to do in order to ensure that my clients never feel the same struggles relating to money that I did.
Because of those experiences, I’ve created a firm dedicated to helping others continue to doing what they love to do with ZERO financial stress.
You don’t want to be losing a chunk of your investment
At Woodson we don’t charge like other Advisers. They will charge you a management fee, plus you will lose a percentage of your invested amount due to how they choose to invest your money.
We pay particular attention to how we manage your portfolios making them more tax-efficient, which in the long term means more money in your pocket. We want you to reach financial freedom sooner rather than later.
Our monthly fees are also different … how?
Jamie Lima is the Founder and President of Woodson Wealth Management.
Jamie’s career began with Morgan Stanley in 2006, later joining Fidelity Investments as a Vice President in 2011, where he was responsible for the oversight of over $1 billion in assets of nearly 500 high-net worth families and businesses.
He brings over 20 years of wealth management and hands-on experience in the Financial Services industry. Jamie loves helping his clients make complex financial decisions, and ‘making the puzzle pieces ‘fit’ for them.