Worry Less, Enjoy Life More
At Woodbury Wealth Management, our mission is to guide multigenerational families and small businesses in achieving their financial goals, worry less, and enjoy life more. As a faith-based, family-focused, and community-involved financial firm, we prioritize honesty, trust, and proactive communication to provide our clients with a peace of mind.
Our Services
At Woodbury Wealth Management, we specialize in a range of services designed to help our clients achieve financial peace of mind. Our expertise includes:
Wealth Management: A holistic, consultative process that utilizes services and products to deliver a customized strategy uniquely tailored to each individual.
Financial Planning: A long-term strategy of smartly organizing how you handle your finances to meet your goals and objectives.
Estate Planning: The preparation of instructions to ensure that your assets reach the people or organizations you care about.
Tax Efficient Investing: Minimizing taxes to optimize your long-term returns.
Inheritance Planning: Making informed decisions about your heirs and how you want your estate to be distributed.
Investment Management: Optimizing your financial assets to achieve a specified investment objective.
Insurance: Mitigating risks such as mortality and disability risks to ensure your family's protection.
Meet Our Team
Our team is led by Jeff Wunsch, a CERTIFIED FINANCIAL PLANNER () professional with a passion for guiding families and small businesses. With a robust background in marketing and finance, Jeff has years of experience in comprehensive financial planning. Jeff earned a Bachelor's degree in Marketing from the University of Wisconsin-Eau Claire and a Master's degree in Business Administration from the University of Houston.
Our Team Values
At Woodbury Wealth Management, we prioritize the following values in our daily operations:
1. Faith
2. Family
3. Friends
4. Finances
5. Fitness
6. Fun
We are committed to serving our clients with integrity, honesty, and transparency. Our goal is to educate our clients and their heirs about investment allocation, tax planning, estate planning, and risk management.
Get in Touch
If you're looking for a reliable and compassionate partner to guide you in achieving your financial goals, please don't hesitate to reach out. We'd be delighted to discuss how we can help you.
Financial Planning with Pragmatism and Knowledge
Reviewers and clients of financial planner Mark Hargis praise his approach to planning their financial futures. They appreciate his focus on ensuring that their financial decisions align with their goals and values, rather than just focusing on numbers. Many have noted that Mark's pragmatic advice has helped them achieve their financial objectives.
Mark's attention to detail and knowledge of the financial industry are also highlighted as key strengths. Clients feel confident in his ability to provide guidance on complex financial matters and trust him to make informed decisions on their behalf.
Expertise and Trust
Mark's expertise and knowledge are seen as essential components of his approach. His clients appreciate his ability to break down complex financial concepts into easily understandable language, making it easier for them to make informed decisions about their financial futures. This expertise has earned Mark a reputation as a trusted financial advisor, with clients valuing his guidance and insight above all else.
Practical Application
Mark's focus on practical application is another area where clients praise his work. He provides actionable advice and strategies that are tailored to each client's unique situation, helping them to achieve their financial goals. His clients appreciate the fact that he doesn't just focus on theoretical concepts, but instead provides concrete solutions that they can implement in their daily lives.
