Investment Solutions for your unique objectives

The quality of people matters. We invest in relationships not account numbers, therefore, we are on a first-name basis with our clients and spend quality time working together to enhance each unique portfolio.

Too often, investors settle for a static, buy-and-hold strategy that is not personalized to their needs. The end result is an unhappy client, an out-of-touch financial rep and a lackluster portfolio. Not only should investment solutions be individualized to meet your precise goals and objectives, but you should have direct access to the person actually managing your investments. At Vaughn Woods Financial Group you have one-on-one access with your portfolio manager. Moreover, by specializing in client-specific solutions, we are adept at engineering comprehensive investment strategies centered on one individual, you.

Have direct access to the proactive portfolio manager monitoring and managing your unique investment portfolio on a moment-to-moment basis.
Work closely with an experienced wealth management team to make your retirement one to remember.
Take the stress out of life’s big events by working side-by-side with a Certified Financial Planner to develop a comprehensive financial plan for your future.
Our company is independent and free of proprietary pressures, which means we can choose from the best life insurance and annuity products on the market to meet your needs.
Many people don’t know that if you are the beneficiary of a trust being administered by a corporate trustee, you can still enjoy the same direct wealth-management services our clients enjoy today.
Contact us to learn about personal solutions at Vaughn Woods Financial Group.
  • Portfolio Bootcamp

    Find out how your portfolio measures up