Hello, I'm

Wendy Joyce Woods

Chatered Financial Consultant

About Me

Chatered Financial Consultant and Certified Financial Advisor.

I offer a full-service independent financial consulting dedicated to helping my clients build wealth and protect their hard-earned assets. I am completely independent, worked with 4 firms, acquired 3 state licence and with over 27 years Experience, my loyalty belongs exclusively to you my clients -- not to a parent company.

I offer a wide range of financial products and services to individuals and business owners. I feel the process I use with clients identifies your goals and needs, provides you with the best information, generating consistent returns for my clients and helping them make sound decisions.

When developing a customized financial program, I will walk you through a step-by-step process that is designed to make you feel confident in your decisions. Once your goals have been established, appropriate strategies are customized to suit your vision and objectives. I can help you execute a sound financial program.

My main focus will continue to increase in trading and investing. This is what lights a fire within me, that gets me giddy like nothing else because it’s something am very good at and I love to do it. No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. It’s that simple. We don’t only teach you how to become a successful technical trader, but also expands your mind in ways you’d never expect.

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Best Services

Services.

Services
STOCKS

Stocks are bought and sold predominantly on stock exchanges, though there can be private sales as well, and they are the foundation of nearly every portfolio. Historically, they have outperformed most other investments.

BONDS

Bonds are debt securities that are issued by corporations and governments to raise funds. Investors purchase bonds by putting an upfront amount as an initial investment—called the principal. When the bond expires or matures—called the maturity date—the investors are paid back their principal.

REIT-FUND

Trades on Market, passes Rental Income % to you as Dividend. REITs own Real Estate under Brokerage management.

MUTUAL FUNDS

Pool of Investment Equity, Traded in the financial market on consistent %ROI, on a Brokerage management.

PORTFOLIO MANAGEMENT

Professional portfolio management on investments equity on consistent returns and avoiding leverage risk.

SECURITY ON INVESTMENTS

Our Investment platform gives a certain degree on security of the clients Equity, making sure to avoid leveraged risk on investment margin.

CONSULTATION

Have a chat and call with the expert on Investment options and opportunities to suit your financial goals.

REAL ESTATE

Buying, Owning and selling a home can sometimes feel like an emotional roller coaster. There are new processes to navigate and seemingly endless roadblocks to overcome. We are here to help!

2400

Happy Clients

2350

Complete Projects

10

Awards Won

What Peapole Says?

Testimonials.

Testimonials

I have been invested into my Roth accounts for about 5 years but I didn’t actually see any benefits in the long run because the stock market doesn’t have that much yield but through robert I was able to earn through various means by investing through her directives in back door IRAs to boost my portfolio."

Jackie Johnson
Doctor

Her skills in the management of portfolio and basic break down of the crypto knowledge in investments is top notch

Alex Regelman
Architect

Her guide with flipping houses and advice on the type of investments to earn high profits within a short duration is really impressive. Ms. Wendy Is really the best.

Bill Terrence
Investor
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