Wood Creek Capital Advisors, LLC

Wood Creek Capital Advisors manages investment portfolios and provides comprehensive financial planning for individuals, high-net-worth clients, trusts, and estates. Wood Creek Capital Advisors offers both discretionary and non-discretionary investment management, building customized portfolios based on each client's specific goals, risk tolerance, and time horizon. Services also cover specialized management for variable annuities and life insurance products. Financial planning covers a broad spectrum of topics, including retirement strategies, cash flow analysis, tax reduction planning, risk management, and estate preservation. Wood Creek Capital Advisors operates as an independent firm with no minimum account size required to begin working together.