When choosing a certified financial planner in the Hudson Valley, do you consider more than investments?
When you choose Woodhouse Wealth Management, LLC, it's about studying your complete financial picture—your goals, dreams, and challenges—to create a personalized road map to help you get where you want to go. Stephen J. Wood is a CERTIFIED FINANCIAL PLANNERTM professional with a focus on retirement and estate planning. He has more than 30 years of experience providing wealth management services in the Hudson Valley and beyond. From bull to bear markets to today's volatility, Steve's level-headed approach to investment planning helps keep many families like yours on track to reach their long-term goals.