Wood Financial Group, LLC is a local, independent financial services company dedicated to supporting pre-retirees and retirees in growing and preserving assets before and during retirement. Knowing that retirement can last more than 30 years for many clients, we provide smart strategies that can help your money last throughout retirement. We provide investment, tax management, tax reduction strategies, tax preparation services, and overall estate planning strategies in developing complete financial plans.
As an independent financial planning company, we represent you and your interests rather than any specific company; we are committed to your needs. Using resources found in large companies while offering the niche alternatives of a small firm, we offer objective investment advice grounded in years of experience and insight. Due to our combination of licenses and registrations, we are qualified to work with all types of investments. We can utilize virtually any investment vehicle to help you reach your financial goals.
Voted Best Investment Services Company three years in a row by our community*, we hold ourselves to a high standard of integrity with a commitment to always do our best for you. As a team dedicated to our clients, we approach our work with transparency, thoroughness, and professionalism.
Located in Middle Tennessee, Wood Financial Group LLC provides financial services to local and neighboring communities in Tennessee. We are currently A+ rated by the Better Business Bureau, and proud members of the Hendersonville and Mt. Juliet Chambers of Commerce.
*As voted on by the readers of The Gallatin News, Hendersonville Standard, and the Portland Sun in 2017, 2018, and 2019.
Danny Prestage, a registered representative, offers securities through Triad Advisors, LLC. Member FINRA & SIPC. Wesley Wood and Danny Prestage (Investment Advisor Representatives) offer Investment advisory services through Key Capital Management, Inc. Key Capital Management, Inc. and Wood Financial Group are not affiliated with Triad Advisors, LLC. Key Capital Management uses Sound Income Strategies LLC as a Sub-Advisor.