Navigate Your Financial Future with Woodruff Wealth Management

Experience the family-driven approach we bring to simplifying your financial journey combining time-tested wisdom with modern insights.

THE

WGPS logo

Advantage

Experience the Woodruff Goal Planning System. Uniting your client journey and our transparent approach to custom  solutions for your financial goals.

Woodruff Goal Planning System
A heartwarming image of loving grandparents spending quality time with their grandkids, capturing the essence of familial bonds, shared moments, and the intergenerational connection in a relaxed setting.

By The Numbers:

Est.
2005

ESTABLISHED IN Ballinger, TX

70+ years

OF COLLECTIVE EXPERIENCE

$250+ Million

IN ASSETS UNDER MANAGEMENT

3

Generations of Financial Professionals

4

Financial Planners

3

Locations

Jim WoodRuff

is Featured in:

Our Locations

Our unique advantage lies in our advisors, who have over 70 years of combined experience, offering their insights at our three physical locations and virtually, ensuring you can access our services wherever you are.

Ballinger

719 Strong Ave
Ballinger, TX 76821-5624

T 325.365.9000

exteriror of san angelo visitors center

San Angelo

4180 S Jackson St
San Angelo, TX 76903

T 325.223.0442

The Lake Marble Falls bridge, gateway to the town of Marble Falls, was replaced in October 2014 by the implosion of the old U.S. 281

MARBLE FALLS

107 A Ave N
Marble Falls, TX 78654-5621

T 830.693.1405

Resources

Empowering Your Financial Journey Through Our Wealth of Resources
View All

Staying Social

Woodruff Wealth Management

2 months ago

Woodruff Wealth Management
Let freedom ring! Let us appreciate the liberty we have and honor those who protect it. We hope you have a wonderful Independence Day! ... See MoreSee Less

Photo

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Woodruff Wealth Management

3 months ago

Woodruff Wealth Management
We had the pleasure of sponsoring a San Angelo Whiskey Collective event this past week. At this event, Ghostwood Distilling Co. came out and introduced us to some of their awesome whiskey offerings. If you’re ever looking to have some fun with a great group of people, then we definitely recommend coming to one of the collective’s events.Big thanks to Woodruff Wealth Management for sponsoring our thrilling Ghostwood Experience! As our first experience sponsors, their support helps us bring you unforgettable whiskey events.🥃 Last night we had the opportunity to dive into the world of Ghostwood Distilling Co., renowned for its unique blends and commitment to quality. Their spirits are not just drinks; they're stories poured into a glass, perfect for our discerning whiskey enthusiasts.🌟 And let's not forget about Woodruff Wealth Management. With decades of expertise, they ensure that financial planning isn't just about numbers; it's about securing a prosperous future tailored to your needs.📆 Missed this event? Stay tuned for more! And remember, whether it's fine whiskey or your financial health, choosing the right experts makes all the difference.Learn more about Ghostwood and Woodruff Wealth Management's comprehensive services on their websites!woodruffwealth.comghostwoodwhiskey.com#SanAngeloWhiskeyCollective #Ghostwood #WoodruffWealthManagement #ExperienceSponsor ... See MoreSee Less

Photo

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Woodruff Wealth Management

3 months ago

Woodruff Wealth Management
On this historic day for Black liberation, please join us in acknowledging our nation's collective history and continued progress in the pursuit of equality. Our offices and the market are closed Wednesday, June 19, in observance of Juneteenth. ... See MoreSee Less

Photo

View on Facebook
· Share

Share on Facebook Share on Twitter Share on Linked In Share by Email

Discover Our Family Approach to Wealth Management

Contact us today to get started on your financial journey.

Schedule Your Meeting
A group of professionals engaged in a focused business conversation, situated in a well-lit area with large open windows, emphasizing the clarity of the environment and the collaborative nature of their interaction.
Linkedin-in Facebook-f

Other Locations

San Angelo
325-223-0442
4180 S Jackson St
San Angelo, TX 76903

Marble Falls
830-693-1405
107 A Ave N
Marble Falls, TX 78654

About Us

Resources

Contact Us
Client Access

Securities offered through Raymond James, Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Woodruff Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

The 2024 AdvisorHub 250 Advisors to Watch under $1b ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 12/31/2022 – 12/31/2023, and was released on 6/20/2024. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,816 total nominations received, 250 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.

Broker Check Logo
Client Access
Make an Appointment