Woodchurch Wealth Management

Tailored Wealth Solutions for You

At Woodchurch Wealth Management, we understand that every client’s financial journey is unique. Our mission is to provide bespoke wealth management strategies that align with your individual goals and aspirations. We pride ourselves on building lasting relationships founded on trust, integrity, and personalized service.

Build Your

Success Story

Our team combines decades of experience and personalized strategies to ensure your financial goals are met with precision and care.

50+

Years of combined experience

1000+

Households served

20+

States licensed

$400M+

Under management

Quality Services

Investment Planning

Your investment strategy is essential to meeting your financial goals.

Retirement Solutions

We help you understand your retirement plans, options, pensions and other retirement savings.

Estate Planning

We help you plan to meet your personal and family needs by reviewing your existing documents and agreements.

Financial Security

Life changes require meaningful conversations and thoughtful actions to help you plan for the new normal in your life.

Tax Optimization

Maximize your savings through effective tax planning strategies tailored to your financial situation.

Wealth Growth Strategies

Your investment strategy is essential to meeting your financial goals.

Our Approach

Committed to Your Financial Wellbeing

Woodchurch Wealth Management is committed to creating tailored financial plans that align with your unique goals. Our expert team ensures your financial objectives are achieved with precision and dedication.

We Follow Best Practices

We adhere to industry-leading standards to ensure the best outcomes for our clients. Our commitment to excellence is reflected in every service we provide, reliability guaranteed.

About Founders

Committed To Serving You

James Liaw

Senior Vice President

Sean Cable

Senior Vice President

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Frequently Asked Questions

A: Our personalized approach, commitment to integrity, and innovative financial solutions set us apart. We build lasting relationships with our clients based on trust and transparency.

A: We begin with a thorough understanding of your financial situation, goals, and risk tolerance. Our advisors then craft a tailored plan that includes investment strategies, retirement planning, tax optimization, and estate planning.

A: The frequency of meetings is tailored to your needs, but we typically recommend quarterly reviews to ensure your financial plan remains on track.