Woodhouse Wealth Management
Categories
FINANCIAL SERVICESCONSULTANTS - FINANCIAL & BUS. MGT
- 10 Westbrook Lane Ste. 2 Lower Level Kingston NY 12401
- (845) 339-3800
- (845) 663-2087
- Send Email
- Visit Website
Hours:
Monday thru Friday 9 am - 4:30 pm
About Us
I work with high net individuals and businesses to develop investment portfolios to meet their needs. Our first step is to make a written financial plan outlining net worth, family needs and goals, as well as their desired results. Regular quarterly followups are a service we provide to review clients goals and needs.
Rep/Contact Info
Stephen Wood
President & Financial Consultant
- Phone: (845) 339-3800
- Fax: (845) 663-2087
- Send an Email
- 10 Westbrook Lane Ste. 2 Lower Level Kingston NY 12401