Keith Woodcock

Managing Director/Senior Portfolio Manager

For 36 years I have been helping create financial security and prosperity for individuals, their families, and their businesses. Clients benefit from our fully customized approach to managing wealth.  My investment philosophy is to create rising streams of income in a tax efficient manner by investing in blue chip stocks which pay consistent and increasing dividends as well as investment grade corporate/municipal bonds. My Core Satellite Strategy is designed to accomplish long term goals, while taking advantage of short term opportunities. The result is a highly efficient portfolio construction, with increased return potential and diversification.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

- Wealth Management Planning 
- Customized Retirement Analysis 
- Estate and Trust Services 
- Philanthropic Consulting
- Fee-Only Long/Short Portfolio Management
- Business Strategies
- Life Insurance and Annuity Policy Evaluations

Click Here to Schedule an Introduction