Broker Check

Wood & Associates



We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management*

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*These services are offered by Gary Wood through his affiliation with Avantax.


Gary A. Wood

Wealth Management Advisor



Spencer Wood

Financial Assistant



Spencer joined Wood & Associates in October 2021 as a Financial Assistant. He obtained a Bachelor of Science in Business Administration and Finance from Michigan State University in 2013. Later acquiring a Master of Science in...

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