Woodbury Financial Services announced that Life Wealth Principles and National Financial Advisors have chosen to join its rapidly growing network of financial advisors.
These latest additions follow Woodbury's recent acquisition of Capital One Investing's in-branch, full-service investment management and brokerage division, continuing a growth momentum that has propelled the firm to a total of $39 billion in assets under advisement (AUA).
Currently servicing more than $312 million in AUA, Life Wealth Principles provides its clients with investment management services, with an emphasis on tax planning, retirement income planning, and family wealth planning.
Headquartered in Denver, Colorado, National Financial Advisors specializes in executive benefits planning, income distribution planning, portfolio management, and business succession planning. With approximately $66 million in AUA, the firm is dedicated to helping its clients achieve their most important financial objectives.
Supported by Advisor Group, one of the nation's largest networks of advisory firms, Woodbury Financial Services provides independent advisors a flexible, open-architecture system that offers them full access to state-of-the-art technology, marketing and management systems – which can be fully adopted or integrated into an advisor's existing platform for an easy transition. Through Woodbury, advisors also have access to dedicated field support and extensive investment solutions.
