Freewood Private Wealth Management, LLC

FreeWood Private Wealth Management provides personalized investment management and financial planning services for individuals, high-net-worth individuals, trusts, and estates. FreeWood builds customized portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks and bonds, and occasionally alternative investments like cryptocurrency products. The firm takes a long-term approach to investing while actively monitoring and rebalancing portfolios to match each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, FreeWood offers financial planning that covers retirement, savings, education funding, and insurance needs, often bundled into the overall wealth management relationship. FreeWood also provides retirement plan consulting services to businesses. The firm operates as a registered investment advisor based in Ohio and is owned and managed by Jill R. Wood.