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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 Woodward began his financial planning career in 1978 offering fee based financial planning to the public. In early 2016 Woodward's largely Denver based investment and investment advisory relationships were transferred via sale to another firm.

Concurrently with the sale Al Woodward has relocated to Las Vegas, Nevada. Mr. Woodward and the Woodward Wealth Management Group, Inc. offer the following professional services:

  • Portfolio Design and Portfolio Management for single and married United States Citizens.

  • Second Opinion Consulting. We 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. We 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 commission basis by Mr. Woodward as an individual life insurance agent (not as an investment advisor representative).

  • Practice Management Consulting. AWe 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 Woodward is available for public speaking engagements to groups, companies and organizations. Mr. Woodward's public speaking engagements are offered on a fee basis. Fees will be established at the time of the engagement. 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 employed by Woodward Wealth Management Group, Inc. registered investment 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 was independently recognized by the Denver Business Journal as “2013 Denver Top Wealth Managers” and further “Recognized For Distinction.”


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