|
Serving Haymarket, Prince William County, Gainesville, Northern Virginia, Washington DC metro and surrounding areas.
|
Wood Smith is a comprehensive Wealth Management, Financial Planning and Investment Advisory firm serving Haymarket and Northern Virginia, as well as the DC metro area. We partner with clients to achieve financial goals through education, planning and implementation.
We focus on women, entrepreneurs and individuals with complex financial situations, providing objective and competent advice, education and services to help them develop and build their businesses and reach their financial goals.
We believe in a relationship-oriented approach and customized solutions. You benefit from having concerned professionals invested in your success.
We're pleased to announce that Wood Smith Associates, our CPA firm, has merged with Patty Kemmerer and Rita Schooley to form Kemmerer Schooley Smith CPAs.
Read more… |
Why use a Fee-only Advisor?
A fee-only advisor is compensated only by fees paid by clients. No compensation comes from commissions, referral fees, bonuses or trips. We are committed to always act objectively and in the client’s best interest. The advisor is proactive in disclosing any conflict of interest that may impact the client.
Why work with a CPA/PFS and CFP®?
A Certified Public Accountant (CPA) is licensed and regulated by their state board of accountancy. CPAs are required to have a Bachelors Degree with a concentration in accounting, minimum experience levels and successful passage of the Uniform CPA Examination. Continuing education is required, and all CPAs are required to follow a rigorous Code of Professional Conduct which requires integrity, objectivity, due care, competence, full disclosure of conflicts of interest, maintain client confidentiality, and serve the public interest when providing financial services. A Personal Financial Specialist (PFS) is a Certified Public Accountant who must meet minimum education, experience and testing requirements in personal financial planning.
A Certified Financial Planner™(CFP®) is a voluntary certification for financial planners. In order to use the CFP®marks, an individual must complete college-level course of study in financial planning subject areas, attain a Bachelor’s Degree , pass the comprehensive CFP® Certification Examination, complete three years of financial planning-related experience, continuing education and agree to be bound by the CFP Board’s Standards of Professional Conduct.
|
Wood Smith Advisors, an independent Registered Investment Advisor (RIA), is a fee-only firm providing financial planning, investment advice and portfolio management to its clients.
Financial Planning may be comprehensive, or focused on specific areas such as independence, estate, philanthropy, education and business succession. Hourly consulting is also available.
Investment Advisory and Portfolio Management Services are established based on our clients' defined goals, suitability of investments, tolerance for risk, and time horizon. Portfolios are monitored for performance against these standards.
Wood Smith Advisors works with Fidelity Investments as the custodian for its clients' investment accounts.
More about our services ...
Federal Income Tax Landscape 2012 & 2013
|
|
|
|
