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.
Most Advisors Cost You Profits
Our fees are straightforward and we never charge commissions
We are legally bound to avoid and notify you of any conflicts of interest that might arise.
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
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?
Fee-only wealth manager, with goals aligned with yours
Only pay for planning and investment management, not hidden fees
Customized Financial Plans tailored for all aspects of your life
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.
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.
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.
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.
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.
© 2020 Woodson. All rights reserved.
© 2021 Woodson Wealth Management and Consulting Inc. All rights reserved.
