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We Are Different Because
We are always fiduciaries
We are required by law to always act in your best interest
We build a portfolio just for you
We take a comprehensive approach to planning & designing investments customized for you
Your costs are simple and transparent
We never earn commissions or hidden fees on your investments
We avoid conflicts of interest
We never recommend proprietary investments
Who We Help
At Wood Tarver, we treat you as a partner, more than as a client. We specialize in women and men investors/pre-retirees, individuals, families, and business owners.
Join us at one of our upcoming events! We strive to offer our clients a continued educational experience inside and outside of our office.