NORTHWOOD WEALTH MANAGEMENT, LLC

Overview

Northwood Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company and run by an individual owner. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator that combines traditional portfolio management with financial planning. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm reports being an active ESG investor and lists an affiliation with an accountant, which suggests coordination with tax advisors and broader client advisory teams. Investment preferences skew toward equities: the firm reports a clear preference for exchange-traded equities as its primary implementation vehicle. Fee arrangements are mixed — a percentage of assets under management supplemented by hourly and fixed-fee engagements — which allows them to serve both ongoing wealth-management relationships and project-based planning work.

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Public Holdings

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Location & Offices