Woodgate Financial Inc. (Woodgate) is a financial planning firm dedicated to providing our clients with comprehensive wealth management to help you make the most of your financial life. Our clients include individuals, corporate executives and business owners. While each client is different, they all have one key factor in common: they are busy people whose financial affairs have reached a level of complexity that could benefit from professional assistance and coordination.That's where Woodgate comes in.
Services
Woodgate is a team of highly accomplished financial professionals from varying backgrounds and specializations, who have come together to provide clients with unparalleled financial guidance and support. Traditionally, most people deal with different professionals for their investment, insurance, tax and estate planning needs.
To meet the diverse needs and requirements of our clients, we have forged relationships with professional consultants from various disciplines and industries. In addition to providing expert advice, our network of professionals is also at your disposal. The next time you need professional services, such as property management, travel planning, or bookkeeping, let us know and we'll connect you.
I am consistently impressed by their level of dedication, creativity and desire to achieve superior results for their clients. They are always on the lookout for ways to add value and their integrity is beyond reproach. They are a genuine pleasure to deal with. I know I can pick up the phone at any time and receive a warm welcome, followed by exceptional service.
Woodgate will help you take control of your financial affairs and set you on the best possible path for success. Our award-winning 5-step process covers the key areas of everyone's financial life. We start with an in-depth look at your financial life, which includes auditing your current financial reality and uncovering opportunities for greater efficiencies and growth.
As someone who runs or manages a corporation, you face a unique set of personal and professional challenges. That's why, in addition to participating in the 5-step process all our clients go through, you will have access to an array of services to help you make informed decisions about career moves and your financial future.
Reviews (1)
David Correia
Jan 28, 2016
Report
