The Woodhouse Wealth Management Team

The Woodhouse Wealth Management Team

It's about more than just investing.  It's 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, a CERTIFIED FINANCIAL PLANNERTM professional with a focus on retirement and estate planning, has more than 30 years of experience providing wealth management services in the Hudson Valley and beyond.  Steve's 3-Step Investment Process allows him to provide a high-level, one-on-one experience that is crucial to achieving financial success. 

1. Write a plan, starting with a complete personal profile of your net worth and the goals you'd like to achieve.

2. Organize your portfolio of planning, investment, and estate documents.

3. Utilize customized investment programs with track records, and regular performance reviews, to navigate your personal investment path.  

Stephen J. Wood, CFP®, CRPC®

President | Financial Consultant | CERTIFIED FINANCIAL PLANNER™

Background

Steve has lived in the Kingston, New York, area since 1985.  Since then, he has been helping his clients make sound investment choices and build wealth.  Much of his client base is located in the Hudson Valley and greater metro area.  He earned his BS  from Cornell University in 1982.  He has been a Registered Representative since 1985.

Involvement in his community is a high priority for Steve.  His past efforts include serving as president of Rip Van Winkle Boy Scouts of America, work with St. Joseph’s Catholic Church, and Friends of the Senate House.  He has been an enthusiastic fundraiser for the United Way, Ulster Performing Arts, Benedictine Breast Cancer Unit, Devereux Autism Center, Smithsonian Institute, and Community Foundations of the Hudson Valley.  Presently, he is working to promote awareness for People's Place Thrift Store & Food Pantry, People's Place Community Cafe, as well as funding for pediatric cancer research for St. Baldrick's Foundation and Chemo Caps for Kids.

Community Foundations of the Hudson Valley awarded Steve a Professional Advisor of the Year Award in 2012.*

Steve enjoys outdoor activities with his family, such as walking, hiking, biking, kayaking, gardening, and playing catch with his dog, Gracie. He loves to attend cultural and historical activities at Ulster County’s Ancient Order of Hibernians, the Ulster County Historical Association, and the Hurley Heritage Society.

Experience

  • 2/2009–2/2019 – Wells Fargo Advisor
  • 8/1997–2/2009 – Merrill Lynch
  • 6/1989–8/1997 – Shearson/Smith Barney
  • 12/1988–2/1989 – First Albany Corporation
  • 7/1985–12/1988 – Merrill Lynch

Education & Credentials

  • Bachelor's of Science – Cornell University 1982
  • CERTIFIED FINANCIAL PLANNERTM / CFP®
  • Chartered Retirement Planning CounselorSM (CRPC® 

Areas of Focus

  • Wealth Management
  • Retirement Planning
  • Investment Advisor

Community Involvement

  • People's Place Food Pantry & Thrift Store
  • ASK - Art Society of Kingston
  • St. Baldrick's Foundation - Ulster & Greene Counties Chapter
  • Chemo Caps for Kids
  • Ancient Order of Hibernians
  • Community Foundations of the Hudson Valley
  • Ulster County Chamber of Commerce

*This recognition award is not based on investment performance and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account. 

Kate Boyer

Office Manager | Client Services

Kate keeps the day to day activities in the office moving.  Outside of the office, she has a successful freelance design business as well as a Kid's Music CD entitled 'A Horse Named Sherman', which you can find on iTunes.  She is an active member of the Hudson Valley arts community, creating works in many mediums including pencil and watercolors. 

Arlene Deahl

Marketing Manager | Client Services

Arlene is here to answer your calls, process your paperwork, keep our social media platforms and website up to date and so much more.  If you've stopped into the office, you've likely had one of the delicious cupcakes or cookies that she makes for her business, Banana Moon Baking Company.