History
Wes Wood founded Wood Financial Group, LLC based on the fundamental principles of proactively providing client centered investment solutions while also providing the personal attention one expects from a local company. Our mission is to develop and manage customized, comprehensive wealth management strategies for retirees and select individuals throughout Sumner, Wilson, Robertson and surrounding counties. We take our role as trusted advisor very seriously, only utilizing strategies and techniques that have stood the test of multiple market cycles. Service and personal attention are the defining qualities that set us apart from others.
Specialties
Wood Financial Group, LLC is a local, independent financial services company proactively providing comprehensive invest solutions for a select group of individuals. We offer object investment advice using the resources found in large companies while also giving access to niche investments and the personal attention expected from smaller companies. We provide investment, wealth management, tax savings and estate planning strategies to develop true financial plans.