Client Experience

As a fiduciary, we are true partners with our clients.

As a fiduciary, we work closely with our clients to fully understand their financial circumstances, outline a plan of action, and implement an on-going investment program to work towards achieving financial goals. We take the time to answer questions and explain investments thoroughly to ensure the client is comfortable with the path forward.

Changing Markets

The investment world is highly complex and ever-changing. As markets ebb and flow, as well as individual circumstances change, clients need a partner whose interests are aligned with theirs.

Prudent Investment Management

We firmly believe that prudent investment management is best augmented by customized service and an appreciation for and furthering of goals and priorities.

Client Service Philosophy

Collaborative Engagement

We work alongside our clients.

Proactive Communication

We reach out between quarterly reporting to provide updates on market movements, compelling investment opportunities, as well as address any developing questions or concerns.

Team Based Approach

The portfolio will be managed with a group approach. The entire Woodmont team is always available to answer questions via telephone or in person.

The People Say


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