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One Life.  One Wealth Management Plan
   
 

Like most successful people you've probably discovered that the more wealth and assets you acquire, the more effort it takes to manage and protect your assets, and the more people pop out of the woodwork offering to help you.

This is true whether you accumulate your wealth over your lifetime or suddenly receive wealth from an inheritance or sale of your business.

Al and Marilyn Woodward began their financial services career in 1978 offering fee based financial services to the public. In early 2016 Woodward's core investment and investment advisory relationships were sold to PWM, St. Louis, MO and Greenwood Village, CO.

Concurrently with the sale Woodward has relocated to Las Vegas, Nevada from Greenwood Village, Colorado offering the following services:

  • Second Opinion Consulting. The Woodwards are available to the public and small and mid-sized business owners to provide second opinions in the areas of financial planning, wealth management, portfolio design and management, individual investments, annuities, and or life insurance policies. Our second opinion services are offered on an hourly fee basis. Our fees will be established at the time of engagement. Normally a retainer will be required.

  • Expert Witness Consulting. The Woodwards are available to the public and small and mid-sized business owners to provide expert witness consulting in the areas of financial planning, wealth management, portfolio design and management, individual investments, annuities, and or life insurance policies. Our expert witness consulting services are offered on an hourly fee basis. Our fees will be established at the time of engagement. Normally a retainer will be required.

  • Annuity, Life Insurance Consulting and Sales. Annuity and life insurance consulting will be provided to individuals, small and mid-sized business owners on a fee basis. Our fees will be established at the time of engagement. Normally a retainer will be required. Life insurance and annuity sales are offered by Al and or Marilyn Woodward as life insurance agents on a commission basis.

  • Practice Management Consulting. Al and Marilyn Woodward will offer financial planning practice management consulting to the owners of small and mid-sized financial planning companies, generally in the areas of practice management and marketing. Practice management consulting will be on a fee basis. Fees will be established at the time of the engagement. Normally a retainer agreement is required.

  • Public Speaking. Al and Marilyn Woodward are available for public speaking engagements to groups, companies and organizations. The Woodwards public speaking engagement are offered on a fee basis. Fees will be established at the time of the engagement. Normally a retainer will be required.

  • Arbitration and Judicial Mediation Services. Al and Marilyn Woodward will offer their services as an arbitrator and or a mediator to establish arbitration and judicial mediation services. Fees will be established on a case by case basis. Normally a retainer will be required.

  • Registered Investment Advisor. Woodward Wealth Management Group, Inc. is licensed as an investment advisor in the state of Nevada. Albert B. Woodward, Jr. CFP is licensed as an investment advisor representative affiliated with Woodward Wealth Management Group, Inc. registered investment advisor.


 
 


The National Association of Board Certified Practices (NABCP) recognized Woodward Wealth Management Group., Inc. as a 2013 NAPCAP Premier Advisor.

 
   


Al Woodward is featured in the Dec/Jan edition of the Colorado Expression magazine. Click on the magazine cover to read the full article.


Al Woodward and Marilyn Woodward were each independently recognized by the Denver Business Journal as “2013 Denver Top Wealth Managers” and further “Recognized For Distinction.”


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