SERVICES

 


 

What makes SolomonWood so unique?

 

We start with the planning, not with the money.

“My grandfather, Ramon Solomon, believed in service and honesty. Early on in our partnership we learned that financial planning is complicated and often hard to discuss. Sometimes clients will make changes to their plans that are counterproductive to pursuing their goals. An advisor’s job is often to encourage persistence,” explains Stuart.

Today, SolomonWood advisors, Stuart Wood and Chris Taylor work to maintain Stuart’s grandfather’s legacy, building on that solid foundation with a team of specialists linked to the ever-changing world of financial planning. Stuart and Chris are assisted by a highly capable team of administrative professionals striving to deliver seamless client services and build warm relationships.

Specific areas of expertise.
With Stuart’s background and experience, he specializes in financial planning related to housing and real-estate decisions for the retirement years, as well as international financial planning for American expatriates. 

Chris takes pride in empowering women who are new to financial planning—working with many widows and divorcees planning for retirement & other financial goals. His objective is to educate and help them in taking the next step toward their financial future.

Conversation and collaboration.
Across multiple generations, we widen the conversation to include your trusted family members in retirement and estate plans. Your attorneys, accountants, and senior living specialists may have pertinent information to consider as well. Often this is the first time these conversations have taken place. The team at SolomonWood gently facilitates the discussion that brings everyone to the table who will be working together toward your goals. Adult children are typically not familiar with their parents’ financial situation until a crisis occurs. Therefore, it is important to be proactive and inclusive in these conversations.

Striving to exceed industry standards.
Advisors at SolomonWood are required to pursue a CFP® (CERTIFIED FINANCIAL PLANNER®) designation, the standard of excellence in the financial planning profession. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.

 
SolomonWood goes beyond the traditional financial advisor role. The usual industry practice of using computerized formulas to plot financial outcomes through the purchase of investment products is not our style. Instead, we embrace a holistic approach and build customized financial plans to nourish very specific hopes and dreams about lifestyle, education, aging, security and family legacy.