Greg Wood

WORK HISTORY

EDUCATION

ABOUT GREG WOOD

Book a Zoom Call with me: https://calendly.com/greg-wood-3/gregwoodzoomI give power engineers and other oilfield professionals access to an elite wealth management practice that is client first, independent and values conservatism and integrity.I work with operators, commissioning professionals, engineers and small services company owners. When you partner with Raymond James you get the same efficient and effective wealth management service used by the elite.I listen to your goals and custom tailor a financial game plan around you, so you know exactly where you are, where you need to be, and how we can achieve your goals. Then update regularly. I assemble a team around you; lawyers, accountants, investment advisors, tax and estate planners, and other professionals.I use data create for you a balanced portfolio that is designed to weather market swings so you’re not subject to unnecessary risk or volatility (Without giving up returns). I take a holistic approach and utilize resources and research form a variety of sources.I make sure you’re fully utilizing every tax advantage to maximize savings now and minimize tax obligations down the road. I offer a fee-based system whereby your money is not being eaten by sales commissions and trailer fees.(I do better when my clients do better)I check in regularly to make sure your portfolio is working and you’re on track. As life events happen, I update your portfolio whenever necessary. I look to take advantage of new opportunities as they arise and deal with the challenges of a turbulent world market, politics, and life changes.I start with a free evaluation, we first meet via phone to discuss your needs (15 min phone call), I only work with clients who share similar values and are a good fit with my practice. If you’re ready to talk, reach out to me directly here on LinkedIn and we can set up a time to chat and see what I can do to help bit.ly/RJLDSCLMR