Wood Wealth Group

What Wood Wealth Group does

Wood Wealth Group is a privately held, boutique Registered Investment Adviser (RIA) headquartered at 529 Main Street, Suite P200 in Charlestown, MA, with additional by-appointment offices in Amesbury, MA and Rock Springs, WY. Founded by Christopher Wood, LUTCF, CLU, CFP® — formerly Vice President of Concord Wealth Management and a recipient of the New York Life Executive Council (2013) and Penn Mutual Developing Sales Manager of the Year (2016, 2017) — the firm was established specifically to operate outside parent-company product mandates, offering 100% fiduciary advice with no obligations to any service or product provider.

The firm delivers an integrated suite of 11 financial-planning services covering retirement planning, investment/portfolio management, estate planning, tax planning, cash-flow and budgeting, debt reduction, insurance/risk management, charitable giving, college/education planning, senior and long-term care planning, and business planning/valuations. Services are produced in a product-agnostic environment by CERTIFIED FINANCIAL PLANNER™ professionals holding FINRA Series 6, 7, 63, and 65 licenses, and the firm supplements its in-house capabilities with referral partnerships to external Property & Casualty, CPA, legal, and business-consulting providers.

The business model is professional-services-based, with revenue generated through fee-based or commission-based advisory engagements. Distribution is direct-to-client through licensed advisors at scheduled in-person or appointment-based consultations, with a complimentary first consultation offered as the entry point. Customer segmentation is horizontal, targeting individual clients (primary) and business owners (secondary) nationally despite a small, multi-state office footprint; the firm lists 11–50 employees with four named advisors (Christopher Wood, Geoffrey Mishkin, Robin Faulkner-Harrison, and Paul R. Adams).

Name

Wood Wealth Group

Legal name

Wood Wealth Group, LLC

Website

https://woodwealthgroup.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Wood Wealth Group is a privately held boutique Registered Investment Adviser offering integrated financial planning — retirement, estate, tax, investment, debt, insurance, and business services — to individual clients and business owners nationwide through offices in Massachusetts and Wyoming.

Ownership category

akta.pro rank

Product category

Wealth Management & Financial Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Estate Planning & Trust Structuring Advisory (FSAEAKAC), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Estate planning
• Investment advisory

Headquarters

HQ city

Charlestown

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Services: Fee-based or commission-based financial advisory services including retirement planning, investment planning, estate planning, and comprehensive financial planning for individuals and businesses.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Wood Wealth Group is a boutique Registered Investment Adviser that provides comprehensive, fiduciary financial planning services to individuals and business owners across the United States. Services include retirement planning, investment/portfolio management, estate planning, tax and cash flow planning, debt reduction, insurance and risk management, college funding, charitable giving, business planning and valuations, and senior/long-term care planning, delivered through licensed CERTIFIED FINANCIAL PLANNER™ professionals in a product-agnostic environment.

Product overview

Wood Wealth Group is a boutique financial advisory firm providing comprehensive financial planning services through an integrated, client-centered approach. The firm offers a unified suite of services including Retirement Planning, Investment Planning, Financial Position Planning, Estate Planning, Defensive/Risk Planning, Senior Care Planning, and Business Planning. These services are delivered in a product-agnostic, fiduciary environment by CERTIFIED FINANCIAL PLANNER™ professionals. The firm does not push products but instead provides customized solutions combining budgeting, debt management, investment management, tax planning, insurance, estate planning, and business planning into cohesive financial strategies tailored to each client's goals and values.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement Planning

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Commonwealth of MassachusettsminorOthersWood Wealth Group is a Registered Investment Adviser with Commonwealth of Massachusetts, operating under regulatory oversight.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Creative Planning: One of the largest independent RIAs in the U.S., offering comprehensive financial planning. Comparable in fiduciary positioning and broad planning service mix, but operates at vastly greater scale with national reach.
• Empower Personal Dashboard (formerly Personal Capital): Hybrid digital wealth manager combining tech tools with human advisors for HNW clients. Comparable in offering integrated financial planning plus investment management; differentiated by scale and digital-first UX.
• LPL Financial: Largest independent broker-dealer/RIA platform in the U.S. Comparable as an institutional home for advisors offering financial planning; Wood Wealth Group operates independently without this affiliation.
• Carson Group: RIA platform serving independent financial advisors with compliance, technology, and business consulting. Comparable in supporting independent advisors operating under fiduciary standards; platform scale differs materially.
• Commonwealth Financial Network: Large independent RIA custodian and broker-dealer. Comparable as an umbrella platform supporting independent advisor practices; Wood Wealth Group operates as a smaller independent RIA in a similar fiduciary model.
• Edelman Financial Engines: Large national RIA offering goal-based planning, investment management, and financial coaching. Comparable in fiduciary promise and full-suite planning approach.
• Mariner Wealth Advisors: National RIA platform serving HNW individuals and business owners with comprehensive planning. Comparable in target client (business owners, HNW) and integrated offering including estate and business planning.
• Northwestern Mutual (Wealth Management): Large insurance-anchored financial services firm with comprehensive planning services for individuals and business owners. Comparable in product breadth (planning, insurance, investments) and in its captured-advisor model; competitor for talent and clients.

Emerging players

• Facet Wealth: Tech-enabled RIA providing flat-fee comprehensive financial planning to mass-affluent and HNW clients. Comparable in planning depth and fiduciary model, differentiated by digital delivery model.

Others

• Focus Financial Partners: Leading RIA acquirer and partnership platform for independent wealth managers. Comparable as a representative of the consolidator category Wood Wealth Group could partner with or be acquired by for scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/wood-wealth-group

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wood Wealth Group