Kyle J Wood

I serve everyday people, helping them reach their life's goals, so that they can spend more time living out their dreams and doing the things they most enjoy. I love sports, so think of yourself as the quarterback, and I am the coach helping you along the way.

WHO I SERVE:
I help individuals, families and businesses throughout Michigan and across state lines in managing their financial assets, so that they can focus on their purpose. I serve professionals, working families, business owners and retirees. Together, we create goals-based financial strategies, so that clients can live with confidence, retire comfortably and pass along a legacy. I work with a limited number of clients in order to build effective relationships and maintain the proper level of attention.

MY SERVICES:
Relationship-based approach to finances, focused on you, your spouse, your family, your business.

Individualized financial strategies, across multiple goals consisting of, but not limited to, retirement, education, estate considerations and preparing for unexpected events.

Partnership with clients throughout life events, ongoing financial advice and evolution of strategies as life changes.

WHY ME:
We have an opportunity to work together for multiple decades, partnering together throughout major life events, and building a lasting, multi-generational relationship.

I qualified for the Ted Jones prospecting award in the first six months of my practice. Prior to this, I left an excellent career in supply chain management and purchasing because of a desire to serve, educate and partner with people along their life's journey. Every day, I am able to see and observe the difference I am making in the lives of clients.

The needs and goals of my clients remain at the center of the discussion; my approach is detailed, comprehensive and personalized. Before we discuss investments, I will invest the time to get to know you.

WHO I AM:
Before I am a financial advisor, I am a husband, an outdoor enthusiast, an avid Detroit and MSU sports fan, and a lifelong learner. My wife, Ellie, and are I are proud to call West Michigan home. You may find us relaxing at one of our beautiful beaches, watching sports (our goal is to one day attend a game at all 30 MLB parks) or attending concerts.

Call our office or send me a message to start a conversation.