Join the Woodward OnePortfolio® revolution
Woodward OnePortfolio® is about more than
your investments. It brings every aspect of your
wealth together in one place to achieve your life
goals. Your investments, retirement, estate and
asset protection plans should not be mutually
exclusive. We unite them, giving you the ability
to maximize every available financial opportunity.
Your entire financial world is a few clicks away
Imagine the simplicity and convenience of accessing all of your accounts, financial plans and legal documents with a click of the mouse from anywhere in the world!
Instead of juggling separate web site account log-ins and searching for paper documents, you simply log in to your Woodward OnePortfolio account at www.WoodwardWealth.com. You can access bank and investment accounts, financial plans and important legal documents. All information is password-protected in a secure, encrypted environment that is only accessible by you and by Woodward Wealth Management.
Copies of documents like wills, trusts, passports, deeds and insurance policies are stored and protected in a secure encrypted vault. You can instantly access these documents anytime and anywhere where you have Internet access.
We use our system to discover new financial opportunities for clients more quickly and effectively than typical wealth management firms. Woodward Wealth Management can better monitor financial changes against clients’ life goals and offer professional advice when a client’s finances veer off-course from personal goals.
Woodward OnePortfolioSM includes these services
• Web Site Tracking and Analysis Tools
• Asset Allocation Analysis and Portfolio Design
• Investment Management
• Retirement Planning
• Basic Estate Planning
• Wealth Transfer Planning
• Asset Protection Planning