President, Wood Financial Group, LLC
Wes Wood is the founder and president of Wood Financial Group, LLC. Three-time winner of Best Financial Advisor in Sumner County, Tennessee,* Wes has played an instrumental role in helping clients reach their financial goals for over seventeen years. Wes provides comprehensive financial strategies, including wealth management and retirement planning. He specializes in helping clients invest for income and preserve capital during retirement.
Wes’s deep commitment to his clients and their success drives him to serve in the financial industry. He values financial education for his clients and the community. He gives numerous community education workshops and also reaches people through his radio show, The Retirement Income Doctor on WLAC. He has been featured as a financial advisor on several national television shows such as Fox Business, The Willis Report, and Varney & Co.
With the goals and needs of his clients as his guide, Wes builds custom investment strategies. He values the long relationships he has developed with his clients through years of dedication to them. By listening to their concerns, Wes generates custom solutions for their unique circumstances.
Wes is committed to improving his community. He participates on the board of Advisors’ Academy, an organization that helps develop advisors across the country. He also volunteers at his local church and the Loyalty Foundation at Ole Miss. He lives in Hendersonville, Tennessee, with his wife, Susannah, their two daughters, and their dog, Lulu. Wes graduated from the University of Mississippi with a Bachelor’s in Business Administration and a Minor in Accounting. He enjoys golfing and race car driving.
Wood Financial Group, LLC
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 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.
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.