Woodward Wealth Management Group Incorporated (WWMGINC) is a state registered investment advisor. We are currently registered in Colorado, California, and Florida. These web pages should not be construed as an offer to solicit advisory relationships in any other state.
WWMGINC is owned by The Woodward Corporation – a holding corporation. The Woodward Corporations also owns Woodward & Woodward Financial Services Incorporated, Almai International Incorporated, The Woodward Communications Group, and TWC Management Co., Inc.
WWMGINC specializes in the fee-based design, implementation and management of investment, retirement, estate, wealth transfer, and asset protection plans. We may only provide our fee-based professional advice/services in the states in which we are registered, e.g. if you live in New York, and you request fee-based professional advice/services from our firm, our firm would need to register as an investment advisor in New York before providing those services.
WWMGINC refers to its services as “WEALTH MANAGEMENT.”
Woodward & Woodward Financial Services Incorporated, organized for the conduct of any legitimate business, is inactive.
Almai International Incorporated is organized for the sale of non-securities financial products and services.
The Woodward Communications Group (a sole proprietorship) is organized to conduct various communications activities, including production of “The Money Corner® “, a financial talk radio show, publication of a quarterly newsletter, various writings, and public speaking.
TWC Management Co., Inc. is organized to act as a corporate fiduciary trustee.
Each Woodward Corporation is a separate Corporation, or in the case of The Woodward Communications Group, a sole proprietorship, organized for the conduct of a specific business purpose. The Woodward Corporations are not “affiliated” with each other as the terms “affiliated” or “affiliated person” are defined in the bylaws and/or Rules of Fair Practice promulgated by FINRA. WWMGINC investment advisor representatives, in addition to being fee-based employees of a registered investment advisor, are FINRA registered representatives licensed through NPB Financial Group, LLC Burbank, California, a FINRA broker/dealer, and life, health and accident insurance agents licensed by the state of Colorado (and from time to time, other states), and in these capacities may sell investment, insurance and financial services products. Securities offered through NPB Financial Group, LLC, Member FINRA, SIPC, and MSRB.
WWGINC Registered Investment Advisor disclosure statement, Part 2 Form ADV is available through this link, Investment Advisor Disclosure Form – ADV Part 2
© Copyright The Woodward Corporation 2008. All rights reserved.