Welcome

My name is Daniel Wood. I operate a premier Investment Service Practice in the DC metropolitan area. I hope you enjoy learning more about me while reviewing my website! Working with a financial Consultant, I can assist you in developing personal investment strategies to help manage your wealth, retirement, education, wealth transfer and other financial needs. I provide independent and objective financial services with the highest standards of integrity and professionalism in my relationship with you, the client. I work on a flat hourly rate.

Financial Services

Financial Planning

financial-planning

Get to know your numbers. How much do you need your money to be and what will it take to get there? Business owners especially face unique challenges—and opportunities—in terms of financial planning. It takes hard work and careful planning to develop ideas into a successful business: continue that tradition by choosing a financial planning strategy that takes advantage of your unique situation.

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Retirement Plan Advice 

Daniel Wood Financial Advisor Retirement plan

My Practice can help assist with plan design, implementation and fund selection for 401(k), profit sharing, 403(b) and other retirement plans. I help plan sponsor clients to develop and maintain comprehensive retirement plans and help plan participants create savings and retirement income plans that will help meet their needs.

Call today to schedule a review of your options!

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Investment Management 

Daniel Wood Financial Advisor Investment Management, stock

Maximizing returns and minimizing risks are the goals of both active and passive investing. Both approaches can add value. Rather than buy-and-hold, active management focuses on flexibility. It allows managers to adapt to the current market environment. Wither it be picking a few stocks for your portfolio or crafting a long term comprehensive portfolio, I can help.

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Comprehensive Financial Planning

A comprehensive financial plan shows where you are today and compares it with where you want to be. It helps you utilize your resources more effectively—identifying potential shortfalls and surpluses—and it helps you develop strategies for reaching your goals.

Financial planning can help you prepare more effectively for the effect inflation will have on your retirement savings, the rising cost of education, market uncertainties and changing tax laws.

If you just want a second opinion, feel free to give me a call and we’ll find out if you’re on the right path.

Please note, I am not affiliated with any broker/dealer, Bank or Insurance Company. I offer constructive financial advice.