WOODARD & COMPANY ASSET MANAGEMENT GROUP, INC.

www.wcamg.com

Woodard & Company Asset Management Group, Inc. primary mission is to provide disciplined asset management with strategies designed to meet each client's needs and objectives while holding our fiduciary responsibilities to the highest standards. Woodard & Company was established in Winston-Salem, NC in 1985 as a registered investment advisory firm. Here at Woodard & Company we hold our fiduciary responsibility as our most important guiding principle. We define our fiduciary responsibility very simply: "We hold the client's interests first." As fee-only advisors we have a clear focus and strong commitment to our fiduciary responsibility as we seek to eliminate any conflict of interest and endeavor to do our very best managing each client's assets. The professional team at Woodard & Company is dedicated to the expert management of your money. The management is done strictly on a “fee-only” basis; commissions will not be accepted. We make our investment decisions after careful review and analysis of the best funds, stocks, and other investment securities available that suit the client’s objectives. We endeavor to maintain the highest standards of ethics with regard to the quality of our investment process as it relates to the needs of the client Woodard and Company also provides retirement plan services to employers so they may offer their employees a quality benefit for their future. Our retirement plan package includes all plan arrangements such as profit sharing plans, money purchase plans, SEP-IRAs, pension, and 401(k) plans. We can design and implement a plan for business, providing employee education, quality services, flexibility in investment choices and coordinated administration with the record keeper trustees and/or plan sponsor.

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Woodard & Company Asset Management Group, Inc. primary mission is to provide disciplined asset management with strategies designed to meet each client's needs and objectives while holding our fiduciary responsibilities to the highest standards. Woodard & Company was established in Winston-Salem, NC in 1985 as a registered investment advisory firm. Here at Woodard & Company we hold our fiduciary responsibility as our most important guiding principle. We define our fiduciary responsibility very simply: "We hold the client's interests first." As fee-only advisors we have a clear focus and strong commitment to our fiduciary responsibility as we seek to eliminate any conflict of interest and endeavor to do our very best managing each client's assets. The professional team at Woodard & Company is dedicated to the expert management of your money. The management is done strictly on a “fee-only” basis; commissions will not be accepted. We make our investment decisions after careful review and analysis of the best funds, stocks, and other investment securities available that suit the client’s objectives. We endeavor to maintain the highest standards of ethics with regard to the quality of our investment process as it relates to the needs of the client Woodard and Company also provides retirement plan services to employers so they may offer their employees a quality benefit for their future. Our retirement plan package includes all plan arrangements such as profit sharing plans, money purchase plans, SEP-IRAs, pension, and 401(k) plans. We can design and implement a plan for business, providing employee education, quality services, flexibility in investment choices and coordinated administration with the record keeper trustees and/or plan sponsor.

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Country

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State

North Carolina

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Employees

1-10

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Founded

1985

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Administrative Assistant

    Email ****** @****.com
    Phone (***) ****-****
  • Treasurer

    Email ****** @****.com
    Phone (***) ****-****

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