The best returns are more than financial


 

How we serve you

In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams—and a clear roadmap for getting where you need to go.

As your personal advocates, we provide you with advice that is tailored to your circumstances and priorities. We start with a detailed plan for all you’d like your wealth to achieve. Over time, we adjust your plan as your circumstances change, so you can embrace your financial future with confidence.

We are here to provide quality strategies customized to your needs—and to be your primary source of financial advice. We concentrate on developing longterm relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions and extensive wealth management experience.

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

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We see things differently

On the green successful golfers take unique approaches to each shot. When it comes to your financial future, We take a unique method to envisioning your customized approach. You'll receive dependable guidance to help you achieve your wealth goals.  Contact us today to learn more.

Take the next step

We welcome you to experience the Woods Rooney Lamb Group difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about the Woods Rooney Lamb Group.

Latest Insights

Washington, D.C.

U.S. presidential election: Back to the future

In a historic political comeback, Donald Trump has again won the presidency. We look at the policies like taxes and tariffs shaping the investment climate. With political polarization high, don’t let emotions cloud your investment decisions.

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Doing some year-end estate planning? We have a specific RBC Wealth Management checklist that can help you with legacy planning. Send me a message to request our guide.

As holidays approach, people look forward to spending quality time with loved ones. Don’t forget to plan to spend some time talking about family finances. Reach out directly to me for help navigating though these difficult but crucial conversations.

The IRS has announced higher 401(k) contribution limits for 2025. Here’s what savers need to know....

IRS announces 401(k) contribution limits for 2025

Planning for your financial future? The IRS just released the 401(k) and IRA contribution limits for 2025. It’s crucial to know these figures as you map out your retirement savings. Let’s discuss how to maximize your contributions and secure a comfortable future.

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