We are a multi-generational financial planning and asset management team. As a family focused firm, we think of our clients as an extension of our family. We strive to provide the honesty and care you would expect of your family. On the asset management side, we hold different types of accounts our clients may have, […]
WGPS stands for the Woodruff Goal Planning System. It is the chain of conversations and actions that helps us better understand you, where you are, where you want to be, and how we can help you get there.
We have clients of every type. Having clients throughout the nation allows us to work with individuals, multi-generational families, trusts, farmers and rachers, landowners, executives, small business owners, mineral right owners, and retirees.
We typically gain new clients that come from referrals and our only real “requirement” is that our clients are likeable, coachable, disciplined, and whose values align with our own. Most of our clients fall in the $250,000-$5,000,000 dollar range, but we certainly have clients outside of that range as well.
Jim is both an Accredited Asset Management Specialist and Wealth Management Specialist with over 28 years’ experience serving our clients. Ferd has been serving our clients for the past 33 years. Their combined years of service provides invaluable experience on investments and financial planning. Riley is a CERTIFIED FINANCIAL PLANNER™ professional. This is widely considered […]
With the majority of our clients, we provide a fee-based cost structure where we bill on a percentage of the assets that we manage. Whether you work with us or someone else, we feel that this is the most honest way to go. We feel that long-term this is the best way to build a […]
The first meeting allows us to get to know one another and really see if we will be a good fit for each other. There’s no pressure and no cost. As we talk, we’ll go through your questionnaire with you, ask further questions, and see how our team can help. We ask that for the […]
The first step in our process is to complete our confidential questionnaire. This gives us clarity and insight into your current financial situation. We do not collect any sensitive information in this questionnaire. To complete the questionnaire, click here. or give us a call at (325) 365-9000 or email us at firstname.lastname@example.org and we will […]