Wood Wealth Group
About
Wood Wealth Group is a boutique financial planning firm offering comprehensive planning that runs from budgeting and debt management to business and estate planning. The firm works with people at every stage, from those just starting out or climbing out of negative net worth to those protecting substantial wealth. Its advisors act as fiduciaries, are not tied to any company and do not sell a particular product.
Founder Christopher Wood previously served as vice president of Concord Wealth Management, where he coached advisors, and founded the property and casualty firm East Coast Insurance Providers. He began his career with New York Life and NYLIFE Securities, and his expertise covers investments, insurance, retirement planning and business strategy. A Babson College graduate, he holds the LUTCF, CLU and CFP designations. Advisor Geoff, a University of New Hampshire finance graduate, joined from Concord Wealth Management.
What to Know
- Initial consultations are complimentary.
- Christopher Wood holds FINRA Series 6, 7, 63 and 65 licenses.
- He earned Penn Mutual’s Developing Sales Manager of the Year in 2016 and 2017.
- He is a member of NAIFA and GAMA International.
- Christopher Wood lives in Charlestown, and the firm describes itself as having a national footprint.
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