Overview

Empowering entrepreneurs, founders and their families. G.S. Woods Financial Solutions LLC: Wealth Management; Risk management & Insurance; Investment Banking, and Business Consulting to all of Pennsylvania Securities offered through Finalis Securities LLC Member FINRA/SIPC. G.S. Woods Financial Solutions LLC and Finalis Securities LLC are separate, unaffiliated entities. Our Philosophy Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan. Because there are many factors that may change in your situation or in the financial environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevants tax, estate, and social security rules in order to provide you with the best financial advice for your particular situation.