North Woods Wealth Management Employee Directory

Financial ServicesNew York, United States2-10 Employees

Saving for retirement and investing wisely can be a daunting task in today's complex world of investment products and financial advisers. North Woods Wealth Management simplifies the process while providing institutional level portfolio management for investors of all sizes. We focus on building long-lasting client relationships that will sustain throughout all market cycles and life events.

North Woods Wealth Management is helping lead the way to the future of investing by offering a full lineup of sustainable investment portfolios. We believe that by incorporating Environmental, Social, and Corporate Governance (ESG) criteria into the investment decisions, investors are able to strengthen long-term returns while at the same time producing positive, significant societal impact.

North Woods Wealth Management is a fee-only Registered Investment Advisor (RIA), which means that we have a fiduciary obligation to act in the best interests of our clients. We believe that strong long-term investment performance requires intelligent, objective portfolio management; this in turn requires an organizational structure that aligns the best interests of the firm with the best interests of our clients.

Beyond the legal fiduciary obligation, this alignment of interests is best accomplished by sensible and transparent compensation. A sound advisor should never want to hide how they are compensated. As a fee-only RIA with a fiduciary duty to our clients:

-we are legally obligated to act in our client’s best interests
-we do not accept commissions, loads, or soft dollars; we do not get paid any more or any less depending on the investments we select for our clients
-our compensation is a percentage of the assets we manage, meaning our profit-motive is tied to long-term client relationships

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