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.

Did You Know?

Most Advisors Cost You Profits

Unnecessary commissions and embedded fees

Our fees are straightforward and we never charge commissions

Non-disclosure of conflicts of interests

We are legally bound to avoid and notify you of any conflicts of interest that might arise.

Average length of experience is only 1.5 years

We’ve managed client relationships through some of the most challenging markets and this is why we have a greater than 98% retention rate of our clients

Financial Freedom - Woodson vs Others

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? 

Benefits of A Fee-Only Fiduciary

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Fee-only wealth manager, with goals aligned with yours

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Only pay for planning and investment management, not hidden fees

Customized Financial Plans tailored for all aspects of your life

About Jamie

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.

Jamie Lima

Case Studies

Note: Name(s) and some material information has been removed to protect the clients’ identity. No portion of the content should be construed by a client or prospective client as a guarantee of any sort.

Case Study 1 - Young Family

Case Study One

Emanuel and Sandra from Orange County, California are both in their mid-thirties, and proud parents of twin boys. They have many competing priorities while trying to put a plan in place so both of them don’t have to work forever.

Case Study 2 - Young Woman

Case Study Two

Alison is 26 years old and has no understanding of financial management at all. She wants to understand how to better manage the money she is making and how she can make it grow to have a strong base for her future.

Case Study 3 - Countryside

Case Study Three

Brett and Susan are a young couple, in their early 30s, living in Wisconsin. They started out with one set of financial goals, which then shifted after they reached out to us and we completed their financial plan. It was then that they decided to change course in their life.

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