Our Passion

Our passion is to guide multigenerational families so they can take control of their future, worry less, enjoy life more and be better stewards of the resources God has entrusted to them. We are a faith based, family focused, community involved, financial firm that serves families and small businesses who want to and are willing to listen to advice and do the right thing.

A look into our practice

We are CERTIFIED FINANCIAL PLANNERSTM that help wise investors simplify the complex ever-changing world of investments, insurance, tax-management, and estate planning. We aim to educate families so you can make decisions based on your unique goals, objectives, and circumstances.

As your Financial GUIDE, our proactive approach in communicating, built on honesty and trust, is to:

  • Seek to understand your unique goals and objectives and compare it to your current financial position.
  • Guide you through our in-depth process which addresses your financial concerns by creating a financial game plan. This plan leads to increased confidence, clarity, and comfort with your overall financial well-being.
We specialize in Financial Planning, Estate Planning, Tax Efficient Investment Strategies, and Inheritance Planning. We aim to provide a client experience where we take a proactive communication approach, built on honesty and trust to provide our clients a peace of mind that they know their individual goals and objectives are being addressed so that they can have restful nights of sleep not worrying about a variety of financial issues.

We serve others while keeping our priorities in line, our priorities are: 1. Faith, 2. Family, 3. Friends, 4. Finances, 5. Fitness, 6. Fun. We also serve our clients by utilizing our educational knowledge and our personal experiences to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.
 
Know More

FAITH

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer at molestie urna. Nullam vehicula metus neque, nec placerat leo dictum quis. Donec mollis congue dictum.

FAMILY

Fusce non risus bibendum, iaculis nulla et, maximus purus. Morbi velit nisl, tincidunt nec dolor vitae, commodo facilisis lacus. Pellentesque tincidunt enim nec arcu tristique volutpat.

FRIENDS

Curabitur molestie pretium urna ut tristique. Sed in posuere leo. Mauris varius ultrices risus, vel vulputate nulla volutpat ut. Phasellus tristique ante sit amet dolor hendrerit porta.

FINANCES

Curabitur molestie pretium urna ut tristique. Sed in posuere leo. Mauris varius ultrices risus, vel vulputate nulla volutpat ut. Phasellus tristique ante sit amet dolor hendrerit porta.

FITNESS

Curabitur molestie pretium urna ut tristique. Sed in posuere leo. Mauris varius ultrices risus, vel vulputate nulla volutpat ut. Phasellus tristique ante sit amet dolor hendrerit porta.

FUN

Curabitur molestie pretium urna ut tristique. Sed in posuere leo. Mauris varius ultrices risus, vel vulputate nulla volutpat ut. Phasellus tristique ante sit amet dolor hendrerit porta.

What We Do

Well Trained

Proactively matrix go forward manufactured products before premium innovation. Collaboratively fashion.

10 Years Expirience

Dynamically transition seamless metrics after premium e-business. Phosfluorescently parallel task distinctive.

Branded Products

Distinctively initiate alternative information with bricks-and-clicks e-commerce. Quickly evolve superior.

Great Location

Holisticly fashion cooperative ROI without unique intellectual capital. Synergistically engage orthogonal.

Customer Service

Monotonectally evisculate high standards in best practices before exceptional web-readiness. Competently.

Our Team

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Eius, esse eum doloremque deleniti nam voluptatem.
 

Testimonials

Collaboratively enhance intermandated innovation via cutting-edge core competencies. Professionally extend covalent e-markets and mission-critical communities. Dramatically communicate revolutionary web services for interactive synergy. Synergistically.

Steve Jobs Apple Inc.

Intrinsicly synergize excellent content whereas user friendly action items. Rapidiously transition multimedia based information after top-line alignments. Proactively e-enable front-end e-commerce without mission-critical customer service.

Collis Ta'eed Envato Inc.

Compellingly engage multimedia based niche markets via value-added manufactured products. Competently formulate goal-oriented content for installed base users. Uniquely leverage other's granular ROI without 24/365 collaboration and idea-sharing.

John Doe XYZ Inc.
 

Resources

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Eius, esse eum doloremque deleniti nam voluptatem.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

GLOSSARY

Financial terms from A to Z.

NEWSLETTERS

Timely newsletters to help you stay current.

Community Involvements

Holisticly incubate enterprise users whereas just in time sources. Rapidiously transition performance based e-business.

Our Office

Woodbury Wealth Management
6949 Valley Creek Road, Suite 240
Woodbury, MN 55125
Phone: 651-888-4848
Fax: 651-738-7231
Email: contact@woodburywm.com
 
 
 

Leave this empty:

 

Social Security Questions

Vestibulum non gravida dui, eu porta sapien. Phasellus luctus ex libero, sit amet rutrum erats mi sit amet risus lacinia sodales.
Download PDF

Newsletter
Signup

Pellentesque tortor dolor, tristique sed sapien sodales, sagittis tincidunt urna. Aenean eleifend et risus sit amet malesuada.
SignUp Now

2018
Tax Tables

Fusce facilisis, lorem a auctor varius, libero ex bibendum porta mi orci in enim. Phasellus pharetra nunc non convallis ultricies.
Read Article
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck